Erika hones in on the dynamic landscape of user experience for the financial services industry. Erika strategically leverages data driven insights blended audience strategies in order to assist financial institutions with driving impactful results. She’s working the personalization and a/b testing arena for almost 10 years, having spent the last 5 at Dynamic Yield, a Garner leader 6 years running.
Day 1: Nov 7, 2024
Day 2: Nov 8, 2024
12:40 pm
12:40 pm
TRACK A: DIGITAL INNOVATION & GROWTHINDUSTRY EXPERT PRESENTATION: IMPLEMENTING PERSONALIZATION AT SCALE
Simplifying the Path to Personalization in Banking
Despite personalization being a top priority for over 80% of banks, only 21% of customers feel they receive tailored financial advice or guidance. This session will guide you through the practical steps to overcome key obstacles standing in the way of effective personalization. You will walk away with actionable insight on how to:
- Identify the four main barriers to personalization and the simple strategies to break through them.
- Implement personalization initiatives without regulatory concerns or complex technology integrations.
- Enhance every customer interaction, fostering loyalty and gaining a competitive advantage through increased wallet share.
Implement a simplified, scalable personalization strategy that stimulates spending and strengthens customer relationships.
