Most financial institutions are falling short of customer expectations. What can they do to move from laggard to leader?

Putting the customer first via a personalized experience has been the de-facto motto of online services across industries for years. Yet when it comes to banking, personalization got off to a slow start. Facing growing customer demand, financial institutions are finally making the move to provide customers with the tailored guidance and insights they desire. In the digital world, personalization is no longer an abstract idea. It is something that can be measured and quantified, and banks are starting to realize that.

To gauge how well banks are providing a truly personalized experience with relevant and real-time guidance and insights, Personetics developed the industry’s first personalization benchmark, outlined in this report.

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