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

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