About the Mini-Talk:

Financial institutions could see massive benefits from one of the most straightforward types of personalization – recommendations – but they need an industry-specific approach. One that goes beyond products to include educational resources, offers, and content.

And the time to implement this approach is now, given nearly half of customers have moved to digital-centric banking and expect financial institutions to deliver personalized experiences.

In this mini Talk, Erika Whitestone, Senior Customer Success Manager and Financial Institution Team Lead at Dynamic Yield will cover a framework for choosing the right FI recommendation strategy.

Tune in to learn:

• The 2 reasons FIs haven’t seen the same level of success with recommendations as retailers
• The goals, audiences, data feed optimization, recommendation algorithms, and placements to consider for ensuring value
• Examples of the framework in action (with use cases), resulting in an experience that incorporates products, offers, AND educational resources

To learn more, you can check out the article this video is based on → https://lnk.dyo.io/3OTImOc  

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.