A survey conducted by The Financial Brand found that 52% of customers expect companies to always personalize offers and that 66% of customers expect companies to understand their unique needs and expectations.
Financial institutions need to start personalizing their offers in order to meet customer expectations.
The combination of data and AI will be the important differentiator that will allow financial institutions to understand their customers, based on their daily lives and changes in their financial profile – providing them an intelligent experience.
Written by Cesar Cotait Kara José
