COVID-19 has undoubtedly affected financial services trends in 2020 and will continue to do so into 2021. Since the pandemic began, financial services organizations have been responding to the crisis with continuity plans to address everything from bankruptcies to people losing their jobs and ability to pay their bills on time. Now more than ever […]
AEM Customization: Show Unpublished Reference Alert for Tagpicker
Recently, I published a blog post regarding AEM Customization: Show Unpublished Reference Alert for Content Path where I showed how to customize the Pathfield and Xffield resourceType. In doing this, I was able to showcase how to create a notification for the content author as to whether the selected content path is published or not. […]
6 Steps FSIs Can Take Now to Achieve End-to-End Personalization
Previously, I described the benefits of personalization and outlined the changes a company should make to successfully implement a personalization program. Today, I will outline what companies should be doing right now to prepare. While many financial institutions are conceptually “on board” and heavily investing in various facets of customer intelligence, the “Netflix” of banking […]
Personalization in Financial Services Works, but Changes Will Be Required
My previous blog analyzed customer intelligence and the benefits it provides. This blog will show the benefits of personalization and outline what’s required to implement a personalization program. Financial services companies that have implemented personalization report positive results, including: 60% increase in revenue per customer 81% increase in customer retention 87% increase in customer engagement […]
The Rise of Customer Intelligence in Financial Services
My last blog dove into the customer data management challenges financial companies might encounter when starting the personalization journey. Today, I’ll address customer intelligence and the benefits it provides. Personalization requires a solid data management and analysis foundation, and financial services companies are starting to leverage customer intelligence platforms to collect, analyze, and contextualize vast […]
Customer Data Management Challenges in Financial Services
Previously, I discussed personalization’s future in financial services. Today, I will dive into the customer data management challenges financial companies might encounter when starting their personalization journey. Data management in any financial services firm is complex. It needs to address integrating identifiers across available touchpoints and devices, customer preferences and interests, data sources that include […]
[Guide] Why Personalization Is the Future of Financial Services
“The future of banking is going to be very personalized — one to one. Banks need to become more relevant in the moment for a consumer who has a particular problem. The power of data and artificial intelligence can help us do that.” Lisa Frazier, Head of the Wells Fargo Innovation Group Personalization is the […]
Product Detail Pages Are Dead. Product Experience Pages Are Here to Stay.
It’s funny how changing one term in a phrase can make us think so differently about something. On a recent panel discussion with Digital Commerce 360, I spoke about this exact paradigm change as it relates to the world of commerce. Product detail pages (PDP) have long been something that we in the commerce space […]
Personalization without Segmentation: The Power of Velocity Scripting
Personalization drives success within marketing campaigns. The use of personalized content allows marketers to transition from batch and blast emails to more highly targeted one-to-one email communications. Traditional personalization within Marketo requires the use of Dynamic Content. Marketo’s Dynamic Content leverages Marketo Segmentations and Segments. This makes a lot of sense for a lot of […]
Whitepaper: Multisite Personalization Strategy | Cross-community Collaboration
Sitecore community comes together to author Multisite Personalization Strategy guide build off of years of combined experience.
A Good Taxonomy Can Make the Difference
In a world of sophisticated search engines and machine learning (ML), it might seem like investing in a taxonomy is overkill. After all, can’t those ML-enabled search engines find everything? Sometimes even technology needs an assist. Let’s look at why you might want a taxonomy. What Taxonomies Are Good For Taxonomies enable three main digital […]
Digital Lifelines, the Weakest Link and True Personalization—Debrief of Digital and COVID-19 (Wk 1)
Tremendous change continues to happen daily as COVID-19 forces all of us into a new reality. As people practice social distancing and are forced to work from home and stores along with other gathering places close, digital channels become a critical connection to the outside world for us as social creatures. Trends are already emerging […]