Finances are personal. Financial services experiences should be, too.




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Personalization in regulated industries like financial services is challenging, but it’s not impossible. It starts with managing data in a compliant manner — from how it’s captured, to how it’s protected, to how it’s used.

Read Solving the Personalization Puzzle to learn about the following:

  • Managing data in data management or customer data platforms (DMPs or CDPs)
  • Creating compliance review processes to keep your organization on track
  • Using predictive modeling with regulation-appropriate data types

 

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