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

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 personalized banking experience is here.

Watch 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