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Personalization

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Credit Unions

How Credit Unions Can Change the Game

Highlights that share what U.S. consumers say they want from their banking experience.

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Personalized banking experiences image
Personalized banking experiences image
Blog
Digital Transformation

Customers’ Desire for Personalized Experiences Lead Banks Outside The Core

A majority of consumers want personalized banking experiences, in which products and pricing match their current circumstances. How can banks overcome legacy core limitations to give customers what they are asking for?

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personalization in banking
personalization in banking
Blog
Personalization

What Personalization in Banking Really Means

If there’s one thing financial institutions are increasingly agreeing on, it’s that their customers are...

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Personalization
Personalization
Case Study
Personalization

Deliver Personalization at Scale

Tier-1 bank centralizes product data to create consistency and power personalization.

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Personalization
Personalization
Use Case
Customer Experience

Dynamically Serve Products, Packages, Offers and Pricing in Response to Customer Characteristics

Design and execute products, packages, pricing and offers in response to key customer characteristics including preferences, behaviors, products, tenure, demographics and more.

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personalization in banking
personalization in banking
Blog
Personalization

The Power of Personalized Banking

You open Spotify, and there’s a custom playlist for your listening pleasure. Go to Amazon,...

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Personalization
Personalization
Blog
Personalization

How Tailored Offers Can Empower Retail Banks

What is a “tailored offer?” and how can it benefit a retail bank? It goes...

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craft beer
craft beer
Blog
Community Banking

Craft Banking is the New Craft Beer

Three Lessons Banks Can Learn From the Craft Beer Revolution I recently had the pleasure...

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Personalization
Personalization
Blog
Personalization

The Future of Retail Banking: Customized Offerings & Self-service Product Selection

Banks have a tendency to push what they believe customers want, rather than allowing customers...

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Loyalty
Loyalty
Blog
Marketing

Regaining Loyalty in Retail Banking

Global banks are making a sizeable comeback after surviving the 2008 financial crisis. According to...

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Customer-centricity
Customer-centricity
Blog
Customer Experience

What Do Customers Want From Their Banks?

It’s something every banker wants an answer to: “What do customers want from their banks?...

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