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REPORT
Finances are personal. Financial services experiences should be, too.
Personalization in regulated industries like financial services is challenging, but it’s not impossible. It starts with managing data in a compliant manner — from how it’s captured, to how it’s protected, to how it’s used.
Read Solving the Personalization Puzzle to learn about the following:
- Managing data in data management or customer data platforms (DMPs or CDPs)
- Creating compliance review processes to keep your organization on track
- Using predictive modeling with regulation-appropriate data types