Financial Services needs to get personal

Combine data-led decisions with personalization to grab attention, build trust, and encourage loyalty.

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Hyper-personalization is acknowledged as one of the key drivers of growth and retention in Financial Services, especially in the context of the accelerating digital age.

Using real-time analytics and insights, in combination with behavioral science, companies can produce and distribute content that is specific and relevant to their target audiences' priorities, needs, and pain points.

By anticipating, and attending to, clients' needs in this way, companies are able to drive customer advocacy, build trust, and position themselves as trustworthy advisors to generate up-selling and cross-selling opportunities.

A 2021 Capco study found that 72% of customers rate personalization as "highly important" across the Financial Services sector.

How would you rate the importance of personalization?

Highly important
Helpful but we have limited resources
It should be given some thought
It's just not a priority for us