Personalisation – The Future of Banking and Insurance

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With Doug Morris, digital strategy director at Ratio: FS, we explore the role that digital personalisation will play in the future of banking and insurance. We delved into the role personalisation plays in delivering an improved customer experience and how personalisation could help enrich the day-to-day experiences a customer has with their bank and insurer.

• The role personalisation plays in helping a potential customer identify which product, service or content is most relevant
•  The importance of profiling customers needs and interests
•   The importance of delivering a joined-up experience across digital channels
• The role of personalisation in supporting the offline conversation
• How personalisation can help elevate a bank or insurer from a product supplier to a trusted advisor