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This webinar originally aired March 29, 2023 in partnership with The Financial Brand.

In this uncertain economic climate, financial institutions are under more pressure to spend less while generating more. At the same time, customers have come to expect a seamless, extremely personalized experience wherever they are. Banks and credit unions who take advantage of these expectations and excel at personalization generate higher customer acquisition, engagement, loyalty and revenue.

A data-driven marketing strategy is the answer to guaranteeing ROI – what’s performing well, with whom, and through which channels. Using this data to embed personalization throughout the customer journey will lead to an increase in brand loyalty, new account acquisition, and cross-sell to other channels. In this webinar, you’ll hear about how leading financial institutions are approaching personalization, using data to your advantage and tactical examples of effective touchpoints in the customer lifecycle.

What you’ll learn:

  • An overview of consumer expectations around personalization
  • How to align personalization to customer growth and retention strategies
  • Tactical use cases for acquiring customers, increasing engagement, and promoting product and service usage.

Watch now by completing the registration form.


Tim Whitecotton
Vice President, Mastercard

Jess Dearolf
Director, Enterprise Sales, Dynamic Yield, a Mastercard company

Nathan Richter
Vice President, Program Strategy & Insights, Dynamic Yield, a Mastercard company

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