personalization

How an Insider Personalizes Every Step of the Banking Customer Journey
How an Insider Personalizes Every Step of the Banking Customer Journey
January 05, 2023  |  Digital-First Banking

An interview with Rejeesh Ramachandran, senior vice president, head of strategic business architecture and customer insights at TD Bank, about how banks can better compete...

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Banks Risk Missing Out on Millennials’ Wealth-Building Needs
Banks Risk Missing Out on Millennials’ Wealth-Building Needs
January 04, 2023  |  Digital-First Banking

Digital tools are helping improve financial inclusion for banks in the United States, and many customers use their mobile phones to manage their bank accounts....

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PYMNTS Intelligence: Member Data Drives Personalized Innovation
PYMNTS Intelligence: Member Data Drives Personalized Innovation
October 21, 2022  |  Credit Unions

Personalization has become the watchword in financial services today. A 2021 PSCU consumer survey found that nearly eight in 10 respondents prefer working with a...

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PYMNTS Intelligence: How Cloud Banking Can Enable Embedded Payments
PYMNTS Intelligence: How Cloud Banking Can Enable Embedded Payments
October 18, 2022  |  Banking

Customers — both personal and corporate — are more exacting than ever when it comes to digital banking. Their complaints are as keenly felt as...

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PYMNTS Intelligence: Personalized Digital Banking Builds Consumer Trust and Loyalty
PYMNTS Intelligence: Personalized Digital Banking Builds Consumer Trust and Loyalty
October 14, 2022  |  Fraud Prevention

Consumers both want and need to engage with their financial institutions (FIs) digitally, but they want these interactions to be highly personalized. Branch closures rendered...

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Keeping Small Businesses Afloat With Personalization and Automation
Keeping Small Businesses Afloat With Personalization and Automation
October 13, 2022  |  Digital-First Banking

With 80% of Gen Z consumers now eager to complete complicated banking tasks such as loan applications online, the race to win these digital-only customers...

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Personalization Becomes Competitive Advantage for Digital-First Banks
Personalization Becomes Competitive Advantage for Digital-First Banks
October 12, 2022  |  Digital-First Banking

The importance of digital banking is about to grow. Spurred by the closure of almost 3,000 physical branches in the United States in 2021, customers...

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Digital-First Banks Use Context, Personalization to Humanize the Banking Experience
Digital-First Banks Use Context, Personalization to Humanize the Banking Experience
February 02, 2022  |  Digital-First Banking

For an online banking experience to be truly memorable and tick all the boxes that make up a deeply satisfying experience, banks must go deeper...

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Subscriptions, Personalization Could Be Retail’s Bright Spot This Holiday
Subscriptions, Personalization Could Be Retail’s Bright Spot This Holiday
October 28, 2021  |  Retail

For years, it was frowned upon to give gift certificates or cash to someone as a gift, something that was seen as lazy or thoughtless...

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