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.

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

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

Personalisation at Scale for Financial Services.