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Why Financial Services Firms MUST Personalize Across All Customer Touchpoints

One of the side effects of 2020 is that we are all suddenly forced into a very digital lifestyle. Financial Services brands, who rely on face-to-face interactions, and must adhere to a host of security regulations and protections, have one of the biggest challenges of taking their world wholly online.

To figure out how to navigate this sped-up timeline, we gathered a panel FinServ experts to discuss the unique challenge they face when it comes to digital marketing.

You’ll learn:

  • Which touchpoints are essential for connecting with consumers
  • How omnichannel marketing is crucial for each stage of the customer lifecycle
  • Why personalization is the key to anticipating and responding to customer needs

When 57% of financial brands are putting their resources into communication tech, and 48% completely changing up their go-to-market business models, it’s more important than ever to have the right digital strategy.