PERSONALIZATION AT SCALE STUDY

It pays to personalize in the financial services industry.

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.

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.

Want more than just financial services trends? Get the 2022 Personalization at Scale study.

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