From Personalization to Profits in Banking

06/23/22 • 48 min

Consumers want their financial providers to provide integrated experiences that leverage insights to create intuitive engagements. To accomplish this, banks and credit unions need to build the data infrastructure and analytics capabilities that can be applied across the entire customer journey.

Personalization must become a strategic priority, using data to create a differentiated value exchange with the customer in real-time.

I am excited to have Jim Stapleton, Senior Vice President at Epsilon on the Banking Transformed podcast. Jim shares how banks and credit unions can deepen relationships by understanding customer behaviors and offering timely solutions.

This episode of Banking Transformed is sponsored by Epsilon

With 50+ years’ experience, Epsilon for Financial Services accelerates clients’ ability to harness the power of data to enhance, activate, and measure campaigns with confidence. With market-leading insights into customer's actions (even when they’re not interacting with your brand), Epsilon can predict upcoming life events and deliver optimized messages across owned and paid channels, while respecting and protecting consumer privacy and client data.

Learn more about Epsilon for Financial Services

Personalization must become a strategic priority, using data to create a differentiated value exchange with the customer in real-time.

This episode of Banking Transformed is sponsored by Epsilon

Learn more about Epsilon for Financial Services

Previous Episode

An Inside Look into Morgan Stanley’s Evolving Brand Strategy

With a long history of leading marketing efforts at various financial organizations, Alice Milligan was named the chief marketing officer of Morgan Stanley in May 2021 in conjunction with the acquisition of E-Trade by Morgan Stanley.

With an evolving brand strategy to meet the needs of a more expansive, diverse consumer base, Milligan is tasked with communicating an expanding set of capabilities to these new audiences and modernizing the brand for future growth.

We are joined by Alice Milligan, the CMO of Morgan Stanley. Milligan discusses her career journey and the global brand strategy of Morgan Stanley. She also shares how data and analytics is the foundation for better marketing decisions.

This episode of Banking Transformed is sponsored by mParticle.

mParticle believes that better decisions start with better data. Cleanse, visualize, and connect your customer data from any source or system to any API. Better data, better decisions, better outcomes. Visit mparticle.com for more.

Next Episode

Be Prepared for the Engagement Banking Revolution

Data, analytics, and new technologies are transforming the art and science of personalized customer experiences. Customer engagement of the future is holistic, predictive, precise, and clearly tied to business outcomes.

Winning organizations are building the capabilities, talent, and organizational structure needed for this transition. Those that stick with traditional processes will be forced to play catch-up in the years to come.

We are very fortunate to have Jouk Pleiter, Founder and Chief Executive Officer at Backbase on the Banking Transformed podcast. He discusses how to win customers – for life – in the new era of embedded banking.