The hyper personalized world of Amazon means customers expect more of FIs who have access to their data. Making the most of spend and behavioral data enables financial institutions to better understand, segment, and engage their customers.

Join your peers in this interactive workshop to explore best practices for maximizing the value of your existing data and driving more personalized marketing and product outcomes.

• Identifying what customer data is most critical to your product.
• Collaborating across teams (marketing, risk, sales, Etc.) to break down silos and create shared views tailored to each team’s needs
• Utilizing AI to create all manner of personas to enable more personalized content and offers for customers.

This session features a real-world case study of a European bank and gives you a playbook designed to help regional banks and credit unions break the compounding trap of vendor dependency and legacy complexity, accelerating value creation post-merger. We explore how:

• These two forces of vendor dependency and legacy complexity act as proprietary handcuffs, stifling growth and market expansion, particularly in the high-stakes environment of M&A integration.
• How this European bank unified fragmented systems across three countries into a seamless customer experience in months rather than years
• We demonstrate how strategically decoupling the customer engagement layer from legacy cores unlocks rapid innovation in Open Banking, AI capabilities, and Customer eXperiences.

Attendees will walk away with a roadmap for flipping tech spend from maintenance to growth, transforming restrictive digital stacks into high-velocity engines for customer acquisition and competitive differentiation.