From optimizing mobile to delivering personalized financial experiences, today’s dynamic financial services climate is all about giving the customer what they want, when they want it.
See the trends shaping the future of the industry and what you need to do to make them work for you.
Read Verndale’s guide to learn how solutions like the Optimizely DXP can help take your business to the next level:
- From transactional to trust: 70 percent of customers expect the brands they engage with to understand their specific, current situation. The key to answering this lies in leveraging a customer data platform (CDP) for personalized insights that lead to truly personalized service—and customer trust.
- Double digital sales, 3x cross-sell: According to McKinsey, banks that have strategically positioned mobile as the driving force behind customer engagement have reaped remarkable benefits. See how leaders are doubling digital sales, increasing cross-sell by threefold, and elevating CX ratings.
- Gamify for growth: Gamification is here to stay, and those doing it right are finding ways to make their customers’ financial lives less stressful and more fun, from pairing financial literacy with illustrations to testing knowledge with real rewards.