What will you learn?
Financial institutions that embrace innovative digital marketing strategies focused on personalization, strategic partnerships, and content marketing can effectively attract new customers.
Banks and credit unions must prioritize optimizing customer onboarding procedures with swift and secure verification processes, especially for small and medium-sized businesses.
Most financial institutions recognize that banking customers are looking for convenience and simplicity within a single app and are working towards creating a SuperApp.
Many organizations see potential in AI-driven customer support to enhance service quality and reduce wait times, with 37.5% having already deployed chatbots.
Banks can leverage data-driven strategies to segment customers effectively and continuously adapt their programs to meet their changing needs and market trends.
By gaining insight into attrition patterns, banks can identify customers at risk of leaving and implement strategies to retain them, enhancing customer lifetime value.
Mastering customer lifecycle: 2025 banking insights & innovations
8 stages of customer lifecycle
Explore top-notch strategies and cutting-edge technologies that can elevate the banking journey through all 8 stages of a customer’s life. Gain valuable insights from a comprehensive survey of financial institutions worldwide, along with exclusive interviews with seasoned banking executives.
The numbers
We have launched the first fully digital mortgage process in Italy. If you are buying a house with us, you don’t need to see anyone in person. You just fill out the paperwork on screen. It’s a completely digital process and has been welcomed by our customers.
by Andrea Zanzottera, Head of Data Intelligence and Cross Selling at Banca Widiba
Craft exceptional banking journeys
Exceptional banking journeys enable financial organizations to differentiate themselves in a competitive market, leveraging technology and data to anticipate and meet customer needs proactively. This not only drives growth but also builds strong customer relationships, ensuring long-term success.
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