resource hero gradient background
Report and books icon

Books & reports

Banks Should Personalize Across the Lifecycle and On All Touchpoints

  • linkedin-share-icon
  • x-share-icon
  • facebook-share-icon
  • email-share-icon

This Forrester report outlines why deepening customer engagement is key to personalization

Banks may not be thinking about personalization in its broadest sense--to their detriment. Digital-first consumers expect relevant, frictionless experiences. 

Product-led strategies can often be counter to innovation and customer experience

Banks need to prioritize CX to reach loyalty goals and must also focus on truly knowing their customers. 

Download this report to learn more about topics including:

  • How banks can provide premium content and experiences across the customer lifecycle via all touchpoints
  • Why acquisition vs. retention require very different personalization strategies within retail banking
  • The value of merging digital and offline engagement tactics into a holistic strategy
related-component-background-image

Related content