Content brought to you by Total Expert

Your customers are more than data points in a computer system. So, if your idea of personalization ends with grouping customers by demographic information or specific financial behaviors, you’ll never be able to engage them in the kind of authentic conversations that forge lifelong relationships and cement you as a trusted financial partner.

To move beyond that kind of surface-level personalization, you need the ability to consistently enrich your customer profiles with information that tells their financial story as it unfolds. That way, you can gain and demonstrate a true understanding of their unique financial situation, how close they are to reaching their goals, and what you can do to help them take the next step.

In our upcoming webinar, Total Expert General Manager of Banking James White looks at customer case studies to discuss how you can:

• Build a strategy that uses the data you have to identify key events in your customers’ financial journeys
• Leverage alerts and signals to engage your customers when they need you most
• Proactively engage your customers with valuable content to help drive growth and boost retention in a falling-rate environment

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INDEPENDENT BANKER WEBINARS ARE SPONSORED CONTENT AND ARE NOT AN ENDORSEMENT BY ICBA. PLEASE CONTACT [email protected] WITH ANY QUESTIONS.