Financial Services

[Webinar Recording] The Secret to Acquiring and Retaining Customers in Financial Services

Young Couple Using Digital Tablet With Their Financial Advisor In The Office.

Recently, Perficient’s Scott Albahary, Chief Strategist of Financial Services, and Arvind Murali, Chief Strategist of Data Governance, presented a webinar that discussed what it takes for banks and insurance companies to acquire and retain customers.

The key, they say, is to create a 360-degree view of customers. Without a holistic view, a company can never truly personalize advice and offers, resulting in lost opportunities.

We live in the age of incredibly high consumer expectations and rightly so. Fortunately, with the right strategies and tools, financial services companies can work hard to meet them.

Watch the recording to hear Scott and Arvind discuss:

  • Customer Data Management Challenges
  • What Banks and Insurers Are Experiencing​
  • What Customer Intelligence Is
  • Two Real-World Examples
  • How To Achieve Success

About the Author

More from this Author

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.