Four strategies for scaling personalized financial services marketing

Download our guide for smart techniques for scaled personalized financial services marketing.

July 17th, 2024

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Four strategies for scaling personalized financial services marketing guide cover

For smart financial services marketers personalization at scale is imperative. In fact, consumers expect nothing less than a highly personalized relationship with their financial brands. McKinsey research says that 76% of consumers get frustrated when they share information, and it doesn’t get utilized.

Download our guide for smart techniques for scaled personalized financial services marketing.

Key Insights:

  • Learn how to evaluate your customer relationships using the personalization maturity scale.

  • Discover which types of data and sources offer the most robust personalization opportunities.

  • Find out how to leverage even minimal data for maximum personalization impact.

  • Explore real-life case studies of financial services brands that have successfully implemented personalization at scale.​