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Original
2026-01-01
Modified
2026-02-28
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<h2>The Revenue Gains From Personalization That Financial Institutions Can’t Ignore </h2>
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<h2>The Revenue Gains From Personalization That Financial Institutions Can’t Ignore </h2>
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<h2>Currently available on demand</h2>
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<h2>Currently available on demand</h2>
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<h2>About the Mini-Talk:</h2>
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<h2>About the Mini-Talk:</h2>
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<p>With the average human spending more than 7 hours a day in front of screens, it’s no surprise that customers now expect personalized experiences from every business they interact with, especially financial institutions (FIs).</p>
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<p>With the average human spending more than 7 hours a day in front of screens, it’s no surprise that customers now expect personalized experiences from every business they interact with, especially financial institutions (FIs).</p>
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<p>With the research suggesting that personalized experiences are both preferred and perceived as better, the benefits for FIs extend far beyond an enhanced customer experience.</p>
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<p>With the research suggesting that personalized experiences are both preferred and perceived as better, the benefits for FIs extend far beyond an enhanced customer experience.</p>
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<p>In this Mini-Talk, Erika Whitestone, Senior Customer Success Manager and Financial Institution Team Lead at Dynamic Yield explores how personalization drives impact for FIs.</p>
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<p>In this Mini-Talk, Erika Whitestone, Senior Customer Success Manager and Financial Institution Team Lead at Dynamic Yield explores how personalization drives impact for FIs.</p>
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<p><b>You’ll Learn:</b></p>
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<p><b>You’ll Learn:</b></p>
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<ul><li><p>Four phases of the customer journey that personalization can revolutionize for financial institutions</p>
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<ul><li><p>Four phases of the customer journey that personalization can revolutionize for financial institutions</p>
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<li><p>Personalization use cases for FIs to integrate throughout the customer lifecycle</p>
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<li><p>Personalization use cases for FIs to integrate throughout the customer lifecycle</p>
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<li><p>Strategies and tactics to increase customer loyalty, longevity, and top-of-wallet behavior</p>
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<li><p>Strategies and tactics to increase customer loyalty, longevity, and top-of-wallet behavior</p>
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</ul><p>Check out the<a>full article</a>in our XP² Learning Center!</p>
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</ul><p>Check out the<a>full article</a>in our XP² Learning Center!</p>
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<h2>Meet our Speaker:</h2>
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<h2>Meet our Speaker:</h2>
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<p><strong>Erika Whitestone, Senior Customer Success Manager & Financial Institutions Lead, Dynamic Yield</strong></p>
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<p><strong>Erika Whitestone, Senior Customer Success Manager & Financial Institutions Lead, Dynamic Yield</strong></p>
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<p><i>Erika is a Senior Customer Success Manager and Financial Services subject matter expert at Dynamic Yield - she focuses on helping customers reach their personalization goals, empowering them with the right expertise and methodology to achieve significant, positive results from personalization campaigns and experiences.</i></p>
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<p><i>Erika is a Senior Customer Success Manager and Financial Services subject matter expert at Dynamic Yield - she focuses on helping customers reach their personalization goals, empowering them with the right expertise and methodology to achieve significant, positive results from personalization campaigns and experiences.</i></p>