About the Mini-Talk:

Financial Institutions (FIs) are among the most highly regulated industries, and these companies face some unique challenges when building an effective personalization program.

For one, separate teams manage different pieces of the digital customer experience, creating silos along the way. And, while financial services have the advantage of more customer data, they typically lack the proper methodology to put it into practice.

In this Mini-Talk, Erika Whitestone, Senior Customer Success Manager and Financial Institution Team Lead at Dynamic Yield will cover how a primary audience framework helps alleviate these institutional constraints and bring sustainable personalization.

What You’ll Take Away From This Video:

• An understanding of the primary audience framework, how it works, and why
• The four guidelines for selecting primary audiences, and how FIs can target the right KPIs and segmentation principles for their needs
• Three examples of the primary audience framework in action across the financial services customer lifecycle 

To learn more, you can check out the article this video is based on here!

Meet our Speaker:

Erika Whitestone, Senior Customer Success Manager & Financial Institutions Lead, Dynamic Yield

Erika is a Senior Customer Success Manager and Financial Services subject matter expert at Dynamic Yield – she focuses on helping customers reach their personalization goals, empowering them with the right expertise and methodology to achieve significant, positive results from personalization campaigns and experiences.