Nick Carr

To deliver exceptional banking experiences, understanding the diverse needs, preferences, and expectations of your customers is essential. This session dives into how customer research and segmentation can illuminate the unique ways customers want to interact with their financial institution. Learn how to craft tailored messaging, design relevant touchpoints, and deliver personalized experiences across channels, from branches to digital platforms. Discover strategies to align marketing efforts and set meaningful metrics that drive engagement and adoption. By focusing on segmentation, you can create experiences that resonate, deepen customer relationships, and support growth in an evolving banking landscape. Learn how to leverage segmentation to:

• identify and cater to the distinct needs and preferences of different customer groups
• create personalized banking experiences that foster deeper customer connections across channels
• craft targeted messaging that resonates and drives adoption
• establish meaningful success metrics that measure engagement and satisfaction