Why financial services must embrace customer-driven data challenges

Financial Services Report

In the last decade, the financial services industry has been transformed by a combination oflow interest rates, new fintech players, and the ascendancy of financial comparison websites. This has led to increased commodification by consumers – reducing loyalty and lifetime customer value.

In our latest report, ‘Innovation or bust: Why financial services must embrace customer-driven data challenges’ we examine the role that a data-driven marketing strategy, supported by a customer data platform can play in helping banks, insurers and wealth manager firms deliver customer experiences fit for the Netflix generation.

Our report provides clear direction on how FS firms can provide higher value experiences to their customers through the power of Microsoft Dynamics 365 Customer Insights. Featuring contributions from Janet Jones, Head of Industry Strategy, Financial Services UK, Microsoft, as well as industry experts from Edit, and our colleagues in Kin + Carta.


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