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Personalization in Banking: From Novelty to Necessity 17 November 2016

The presentation will provide the findings of a major research study, with an analysis of how consumers view the relationship with their primary financial institution and the value they place on personalized communication, offers and insights. We will discuss how financial institutions believe consumers view their relationship with their primary financial institution (PFI), the importance of personalization in banking and how well financial organizations are delivering on the ‘personalization promise’.
- What are the expectations of the consumer regarding personalization
- Consumers’ willingness to partner with their financial institution
- Banking’s understanding of consumer expectations 
- Banking’s ability to deliver on the ‘personalization promise’ 

Each attendee will receive a free digital copy of the Digital Banking Report, The Power of Personalization in Banking ($395 value).

This presentation is reserved for Efma members.
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