
Personalisation - The Future of Banking and Insurance
11/21/24 • 38 min
With Doug Morris, digital strategy director at Ratio we explore the role that digital personalisation will play in the future of banking and insurance. We delved into the role personalisation plays in delivering an improved customer experience and how personalisation could help enrich the day-to-day experiences a customer has with their bank and insurer.
- The role personalisation plays in helping a potential customer identify which product, service or content is most relevant
- The importance of profiling customers needs and interests
- The importance of delivering a joined-up experience across digital channels
- The role of personalisation in supporting the offline conversation
- How personalisation can help elevate a bank or insurer from a product supplier to a trusted advisor
To get in touch with future questions or to be interviewed for a future episode, email [email protected] or visit us at www.ratiopartners.co.uk
With Doug Morris, digital strategy director at Ratio we explore the role that digital personalisation will play in the future of banking and insurance. We delved into the role personalisation plays in delivering an improved customer experience and how personalisation could help enrich the day-to-day experiences a customer has with their bank and insurer.
- The role personalisation plays in helping a potential customer identify which product, service or content is most relevant
- The importance of profiling customers needs and interests
- The importance of delivering a joined-up experience across digital channels
- The role of personalisation in supporting the offline conversation
- How personalisation can help elevate a bank or insurer from a product supplier to a trusted advisor
To get in touch with future questions or to be interviewed for a future episode, email [email protected] or visit us at www.ratiopartners.co.uk
Previous Episode

Optimising digital experiences in financial services
During today's episode, we explore with Doug Morris, strategy director at Ratio:FS the role which optimisation plays in continually improving your customer's digital experience.
We'll explore
- What is optimisation
- The importance of continual investment in your programme
- The role of personalisation vs testing
- How to structure your optimisation team
- How to build your optimisation roadmap
- How to measure the success of an optimisation programme
To get in touch with future questions or to be interviewed for a future episode, email [email protected] or visit us at www.ratiofs.com
The MarTech & Optimisation Podcast - Personalisation - The Future of Banking and Insurance
Transcript
RATIO Partners Re-imagining customer experiences in financial services Ep 2 - Transcript
[00:00:00] Mario Kyriacou: [00:00:00] welcome to another episode of our podcast, re-imagining customer experiences in financial services. I'm your host, Mario Kyriacou, co-founder of Ratio Fs, a marketing data and customer experience consultancy. This is the show where we look to analyze how Fs brands can leverage digital to deliver experiences built to solve your customer's
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