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. Track data across channels to inform the sales team.
- Leverage Customer Data and Insights. Synthesize data to get a complete image of your customer and what they like.
- Remain Relevant. Properly segment products and services to offer a personalized approach to customer service.
