In financial services, it pays to personalize.

Personalization at Scale: Financial Services Industry Spotlight explores the challenges — and payoffs — motivating financial services providers to accelerate adoption of personalization programs. Learn more in this Adobe-commissioned Forrester Consulting research study.

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Personalization efforts are paying off for financial services providers, but customer demands are high.

Forrester’s research delivers key findings into personalization efforts, such as:

  • Early personalization efforts are proving valuable — exceeding initial targets in key areas like revenue, conversion, and customer experience.
  • Still, just 15% of B2C consumers say financial services providers are meeting expectations.
  • To achieve experience excellence, financial services providers must focus on developing personalization across data, content, and omnichannel orchestration.

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Uncover the trends driving personalized experiences in 2022 — and how you can stay one step ahead.

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