78% of those surveyed stated they would be more likely to conduct business with the brand who best personalizes their experiences, indicating that connecting on an individual level can win consumer brand loyalty. Effective digital strategy and integrated marketing is the key to engaging and retaining customers. To capture revenue, financial services institutions must:
- Generate Leads and Enable Sales through online-to-offline tracking, conversion reporting, and optimization of the extended sales cycle timeline
- Leverage Customer Data and Insights by desiloing data sources, evaluating account-level metrics vs. individual metrics, and keeping scalability across the entire business in mind.
- Remain Relevant by segmenting products and services against diverse customer needs and clearly communicating the conferred value of these personalized offerings.
