Building Credit with Customers When it Matters Most: Personalization Best Practices for Banks and Credit Unions

As a fundamental component of the economy, it’s crucial for banks and credit unions to be able to communicate with accuracy, compassion and confidence with customers during a time of crisis. All these objectives are achievable with a combination of technology and advanced personalization.

In this ebook:

  • Inspiration and examples finance-sectors marketers can use now to enrich their communications
  • Actionable short- and long- term messaging priorities for customer segments affected by COVID-19 and the resulting economic fallout
  • Guidance for making advanced personalization accessible and efficient with minimal resources



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