The era of one-size-fits-all digital experiences is over. Customers expect brands to tailor experiences to their unique preferences, needs, and situation — and banks and credit unions must rise to the challenge. Many banks and credit unions pride themselves on giving financial services a “human touch,” thanks to friendly and helpful branch employees. Digital personalization replicates that human touch at scale, wherever customers do their online and mobile banking.
Nudge clients to set simple financial goals as life events arise and when finances are top-of-mind.
Simplify the discovery process with new clients. Nudge them to set simple financial goals that are aligned with their life stage and financial position.
DID YOU KNOW?
Clients make decisions about managing money during key life events. 50% of clients changed providers when such events occurred, like changing employers or having a baby. Effective discovery can align clients to the right services and prevent attrition down the road.