The eBook Blueprint for Personalized Digital Experiences in Banking and Wealth Management explains how financial institutions can compete with challenger banks by building trust through AI-powered personalization. With 34.2% of people expected to have digital bank accounts by 2027, customers now demand tailored offers, embedded finance, and seamless self-service, yet 99% of FS executives struggle with search relevance. Coveo unifies data across core banking, CRM, and portals to deliver secure, real-time personalization with AI search, generative answering, and behavioral analytics. Features like in-product support, insight panels, and predictive recommendations reduce effort for customers and CSRs, while ensuring secure, scalable, and connected experiences that foster loyalty and long-term

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