Author: William_Smith

Personalization has become a defining factor in modern financial services. According to Salesforce’s State of the Connected Customer Report (2023), 73% of customers expect companies to understand their unique needs and expectations. Meanwhile, Accenture’s 2023 Banking Consumer Study found that 48% of banking customers are likely to switch providers if they do not receive personalized experiences. In addition, Gartner reports that organizations using advanced customer analytics outperform competitors in revenue growth by 20%. These statistics highlight a clear shift in customer expectations. Financial institutions no longer compete solely on rates or product offerings. They compete on relevance, trust, and client…