Personalization Playbook : Banking & Financial Services Industry (BFSI)
Personalization Playbook : Banking & Financial

Personalization Playbook : Banking & Financial Services Industry (BFSI)

Why do you need this ebook?

73% of banking customers would be more excited if Google / Apple / Facebook / Amazon offered them financial services. The BFSI sector is being leapfrogged by these tech giants who have put personalization at the center of their business models.

BFSI brands too can deliver meaningful and powerful personalized customer experiences at scale by maximizing the use of their existing customer data and omnichannel interactions.

Embracing the ‘Flywheel – Omnichannel’ mindset will help them set the tone for 1:1 personalization.



Data-driven Personalization = Satisfied and Loyal Customers = Customer Retention

Owing to the foray of new technologies and a global uncertainty caused by COVID-19, it has become increasingly important for BFSI brands to quickly follow a digital led-recovery path. Digital transformation is far beyond just moving from traditional banking to a digital world. The concept of net banking and mobile banking have become standard requirements. The banking industry needs to see the ‘bigger picture’.

Let your customer know that you know them and that your message to them, or conversation with them, isn’t just a shot in the dark. It’s about something you thought would be relevant to them, which would help you build your credibility

Key takeaways
Realign your growth prospects by addressing key-pain points on
Learn how ‘Flywheel – Omnichannel’ mindset can redefine customer-bank relationships
Understand how you can use Omnichannel Personalization to increase your revenues by 10-13%
Get a detailed understanding (with use cases) on how you can deliver 1:1 personalized customer experiences
Understand how you can dynamically personalize your website to reduce bounce rates by 20-22%
Unlock unmatched customer experiences,
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