Personalisation at Scale for Financial Services

In financial services, it pays to personalise.

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

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

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

  • Early personalisation 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 personalisation across data, content and omnichannel orchestration.

Get the study

Personalisation at Scale for Financial Services.