Nick Carr

Personalization is no longer a luxury—it’s a customer expectation that drives loyalty and differentiates financial institutions. Banks and credit unions must deliver tailored solutions, proactive engagement, and seamless services, yet disconnected systems and underutilized customer data have often under-delivered truly personal and personalized services in ways that customers actually want. This panel will explore how to: 

• Unlock the full potential of personalization by utilizing customer data effectively   
• Decide when customers are interested in sharing data versus what is perceived as intrusive, and deploy your strategies accordingly 
• Discover new opportunities to use technology to bridge gaps and improve communication with customers