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MILANo DIGITAL WEEK 2023

Personalization in the financial sector

Should banks focus on customer value?

In this webinar with our guest speaker Aurelie L'Hostis, Principal Analyst at Forrester, we explored how banks can drive customer engagement and focus on customer value by personalizing experiences across the lifecycle and on all touchpoints.

with GUEST SPEAKER AURELIE L'HOSTIS FROM FORRESTER

Watch the webinar now!

 

Watch the webinar with our guest speaker Aurelie L'Hostis from Forrester!

 

Most banks are taking a narrow approach to personalization. Digitally empowered customers
are seeking and expecting better, more relevant experiences, in their immediate context and regardless of
the touchpoint they use.

Personalization should deliver value, not just product sales. Yet only a small
number of banks are reaping the benefits of delivering personalized experiences at scale. To become
truly customer led, banks should consider the full breadth of a customer’s experience with the brand.

In this webinar with our guest speaker Aurelie L'Hostis, Principal Analyst at Forrester, and Francesco Goldoni, Head of Product Management at Doxee, we explored how banks can drive customer engagement and loyalty by broadening personalization beyond the next product sale and personalizing experiences across the lifecycle and on all touchpoints.

Speakers

 

Aurelie L’Hostis-2

Aurelie L'Hostis

Principal Analyst, Forrester

Francesco Goldoni

Francesco Goldoni

Head of Product Management, Doxee

Doxee document experience

While Customer Communications Management tools are growing from supporting static, printed output and one-way broadcasting to creating dynamic, web-based and interactive communications via multiple channels, you need a provider that can smoothly support this transition. That's what Doxee dx delivers.

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Multichannel solutions for document management

With Doxee, enterprises have the benefit of optimizing all channels, paper or digital, with continuity and flexibility. Doxee dx solutions make batch production of large volumes easier than ever before.

 

 

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ERP and CRM integration

Doxee dx works within the existing framework of your CCM strategy. We provide easy and fast integration to ensure that third-party applications and legacy systems aren't obstacles but a seamless part of your framework.

Personalization in the financial sector: why should banks focus on customer value?

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