From personalization to profits in banking

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What could you do if you understood your customers better?

Consumers crave integrated experiences from the brands they trust, including from their financial institutions. Banks and credit unions can develop deep connections with their customers and leverage insights to create intuitive experiences.

To do this, financial institutions need to build a data infrastructure with analytics capabilities to understand the entire customer journey. Personalization is essential and data opens the door to a differentiated value exchange with consumers in real-time.

Jim Stapleton, senior vice president at Epsilon, sat down with Jim Marous, co-publisher of The Financial Brand and host of the Financial Brand Banking Podcast to discuss how banks and credit unions can understand their customers' behavior better to strengthen relationships.