The Future of Personalization in Banking: AI, Marketing Automation & Transaction Data

Premiered: November 14, 2022
Length: 38 minutes

With rising expectations, a competitive market, and the phase-out of third-party cookies, financial institutions need to find more effective ways of engaging and retaining their customers. But, with legacy tech stacks and closed infrastructures, knowing how to optimize your data and marketing automation strategy to improve customer acquisition and retention can seem out of reach.

During this session, we’ll share how you can unlock one of the most underutilized data sets — transaction data. You’ll learn how open finance is making data more available and actionable than ever before and how to build a marketing strategy that’s personalized and targeted to your customer’s financial needs.