The Five Steps of the Roadmap to Personalization Infographic (part 3)

Posted by Clara Hori on Jan 23, 2020 9:00:00 AM

 

We recently published Ron Shevlin's latest report, The Roadmap to Personalization in Banking.  Ron is the Director of Research at Cornerstone Advisors and is ranked among the top FinTech influencers globally. Inspired by his report, we created a series of four infographics on the topics we liked most.

Here's the third infographic The Five Steps of the Roadmap to Personalization.

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Topics: Prisma Campaigns, Digital Banking, Personalization in FIs marketing

A New Definition for Personalization Infographic (part 2)

Posted by Clara Hori on Jan 16, 2020 11:28:54 AM

We recently published Ron Shevlin's latest report, The Roadmap to Personalization in Banking.  Ron is the Director of Research at Cornerstone Advisors and is ranked among the top FinTech influencers globally. Inspired by his report, we created a series of four infographics on the topics we liked most.

Here's the second infographic, A New Definition for Personalization.

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Topics: Prisma Campaigns, Digital Banking, Personalization in FIs marketing

The Three Personalization Dilemmas Infographic (part 1)

Posted by Clara Hori on Jan 7, 2020 5:45:18 PM

We recently published Ron Shevlin's latest report, The Roadmap to Personalization in Banking.  Ron is the Director of Research at Cornerstone Advisors and is ranked among the top FinTech influencers globally. Inspired by this report, we created a series of four infographics on the topics we liked most.

Here's the first infographic, The Three Personalization Dilemmas.  We hope you like it!

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Topics: Prisma Campaigns, Digital Banking, Personalization in FIs marketing

Personalized artwork? Taking personalization further

Posted by Felipe Gil on Dec 3, 2019 9:05:00 AM

When implementing personalization, a necessary first step is setting up a recommendation system to show the best information to each client at the best time, across all digital channels. The number of clicks is a good indicator of how well you are doing. It will also tell you if there are aspects of what you are displaying that could be further personalized.

An article published by The Netflix Tech Blog suggests that a good approach would be to consider the artwork or imagery used to display different possibilities. To Netflix, this translates into showing different users different thumbnails for the same movie or series. The trick is to shuffle different options to automatically test what works for each user, and based on that, decide what to show in the future to increase click probability.

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Topics: Prisma Campaigns, Personalization in FIs marketing

The data you need is already there

Posted by Felipe Gil on Nov 22, 2019 9:28:00 AM

There are a few things that I fear more than being out of touch. These days, being outdated might leave you out of the conversation. Recently, I experienced being on the receiving end of that "out of touch-ness": as I logged into my online banking, a gleaming ad for a cool gadget popped up.

Don't they know me? Can't they see that not only I don't have money in my account for impulse purchases, but that I never buy that kind of stuff?

Doesn't it feel ironic that the company that knows everything I earn and spend can't tell what type of offer would be more relevant to me?

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Topics: financial institutions, Digital Banking, Personalization in FIs marketing

Humanized digital banking in the AI era

Posted by Guadalupe Muro on Oct 24, 2019 9:12:00 AM

How do you remember banks? 

When I think about banks the very first image that comes to mind —surprisingly even for me— is one from my childhood, clear as the surface of a lake early in a summer morning: the face of the lady at the front desk illuminated by the light coming from a big window behind her.

The cold marble pillars, the old wood furniture, the sound of steps and stamps echoing in that huge building were one could not run or talk too loud.

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Topics: digital marketing in FIs, Digital Banking, Personalization in FIs marketing

Personalization in FIs marketing: digitize for value and not for cost

Posted by Felipe Gil on Aug 14, 2019 9:12:00 AM

Digitization innovations in banking that once were big advantages, are now simply run-of-the-mill for just about everybody.

How to get back on the horse and really kick it.

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Topics: Banking, Prisma Campaigns, digital marketing in FIs, Personalization in FIs marketing

Personalization in FIs marketing: "Our task is not to go far, it is to get closer."

Posted by Felipe Gil on May 14, 2019 9:11:00 AM

Marketing is constantly talking about creating stories and personalized content. This is not new, at least for those of us who make a living telling stories or work in helping others to tell theirs: we all constantly ask ourselves how to achieve it.

Here are some writer insights on how to emotionally appeal to our readers:

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Topics: Personalization in FIs marketing

 

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