Why Financial Services Firms MUST Personalize Across All Customer Touchpoints

Watch the FinServ Panel at Signals 20.

One of the side effects of 2020 is that we are all suddenly forced into a very digital lifestyle. Financial Services brands, who rely on face-to-face interactions, and must adhere to a host of security regulations and protections, have one of the biggest challenges of taking their world wholly online.

To figure out how to navigate this sped-up timeline, we gathered a panel FinServ experts to discuss the unique challenge they face when it comes to digital marketing.

You’ll learn:

  • Which touchpoints are essential for connecting with consumers
  • How omnichannel marketing is crucial for each stage of the customer lifecycle
  • Why personalization is the key to anticipating and responding to customer needs

When 57% of financial brands are putting their resources into communication tech, and 48% completely changing up their go-to-market business models, it’s more important than ever to have the right digital strategy.

Catch all of the Signals 20 content in our On-Demand Hub.


David Roe headshot

David Roe

CEO/Partner, Authentic

Adam Crow headshot

Adam Crow

CEO, Technical Architect & Co-Founder, Blended Digital

Kyle Murphy headshot

Kyle Murphy

Client Success Director, Cheetah Digital

Julian Bracey-Davis headshot

Julian Bracey-Davis

Senior Director of Client & Vertical Content, Cheetah Digital

Kayla Siegmeier headshot

Kayla Siegmeier

Senior Manager, Communications Strategy, Cheetah Digital

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