For some financial services firms, the goal is not as much about getting a lot more customers as it is about acquiring and retaining the right customers. Understanding these customers, their needs, and their expectations in a modern, connected world is essential to being able to deliver relevant, personalized experiences. To succeed, you need to unlock and unify customer data. Join this session to learn how you can use data to identify and engage high-value customers and deliver experiences that build lasting customer loyalty.
In this session, you’ll learn how your organization can:
Master data collection and analysis to segment, reach, and serve your ideal customer base.
Give your team the customer-informed data and the tools to deliver and refine experiences that attract and engage the right customers.
Increase stickiness among your customers by delivering experiences that are personalized and relevant through their customer journeys.