The Secret to Acquiring and Retaining Customers in Financial Services

August 20, 2020
Scott Albahary
Arvind Murali

Data, when leveraged effectively, can help you segment and target customers, analyze spending habits, and can create a personalized experience that builds value and customer loyalty.

Without a 360-degree view of your customers, you can’t properly target them with real-time personalized offers, advice, and other services. In addition, lack of customer intelligence creates lost opportunities for banks and insurers to cross-sell and upsell new products and services.

Our one-hour webinar covered how customer intelligence platforms can help you engage, acquire, and retain customers.