38 min

Personalisation - The Future of Banking and Insurance Reimagining CX in financial services

    • Marketing

With Doug Morris, digital strategy director at Ratio: FS, we explore the role that digital personalisation will play in the future of banking and insurance. We delved into the role personalisation plays in delivering an improved customer experience and how personalisation could help enrich the day-to-day experiences a customer has with their bank and insurer. 
The role personalisation plays in helping a potential customer identify which product, service or content is most relevant  The importance of profiling customers needs and interests  The importance of delivering a joined-up experience across digital channelsThe role of personalisation in supporting the offline conversation How personalisation can help elevate a bank or insurer from a product supplier to a trusted advisor

With Doug Morris, digital strategy director at Ratio: FS, we explore the role that digital personalisation will play in the future of banking and insurance. We delved into the role personalisation plays in delivering an improved customer experience and how personalisation could help enrich the day-to-day experiences a customer has with their bank and insurer. 
The role personalisation plays in helping a potential customer identify which product, service or content is most relevant  The importance of profiling customers needs and interests  The importance of delivering a joined-up experience across digital channelsThe role of personalisation in supporting the offline conversation How personalisation can help elevate a bank or insurer from a product supplier to a trusted advisor

38 min