13min chapter

Banking Transformed with Jim Marous cover image

Desire for Data-Driven Personalization Unites Demographic Segments

Banking Transformed with Jim Marous

CHAPTER

Evolving Personalization in Banking

This chapter explores the transformation of roles in credit unions, particularly at Cypress Credit Union, over a decade, focusing on strategic marketing and data analytics. It emphasizes the shift towards truly personalized customer engagement, moving from targeted marketing to enhancing overall customer experiences. The discussion also addresses the challenges of data management within the banking sector and the necessity for financial institutions to adapt their offerings to meet evolving customer needs.

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