Mastering Personalization: The Key to Elevating Customer Experiences in Financial Services - Finovate

Mastering Personalization: The Key to Elevating Customer Experiences in Financial Services – Finovate

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Upcoming Finovate webinar, Wed 6 Dec, 10am ET / 3pm GMT, in collaboration with Yext

The financial services industry is undergoing significant transformation driven by evolving customer expectations, the macroeconomic landscape, and the consumer need for personalization across their experience.

In today’s financial services environment, consumers are asking more questions than ever. The days of using family advisors and banking institutions are over, and the age of the personalized banking experience is here.

Join this webinar and you’ll learn:

  • The current happenings in financial services
  • How consumer preferences are changing and why personalization is taking over the industry
  • Technology and tools to make personalization easy
  • And much more!

Led by Julie Muhn, Senior Research Analyst, Finovate, the panel will feature:

  • Shane Closser, Head of Industry/General Manager for Financial Services, Yext
  • Steve Ramirez, Advisor, Financial Services, Yext

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