The State of Personalization Maturity in Financial Services 2023

The State of Personalization Maturity in Financial Services 2023

In the fast-evolving world of financial services, personalization is not just a buzzword; it's a strategic imperative. This report dives deep into the personalization maturity landscape, revealing critical insights and disparities that could shape the future of financial institutions. With 86% of FIs ranking personalization as a top priority, the gap between executive perception and on-the-ground realities presents a unique challenge to achieving true personalization mastery.

Discover what sets apart the pioneers from the rest in financial personalization.