This document highlights how financial institutions can achieve personalization, compliance, and agility through Braze’s customer engagement platform. It covers use cases like onboarding, cross-sell, and retention campaigns—enabled by real-time triggers and secure data orchestration. Case studies feature banks and fintechs improving click-through rates and loyalty using personalized recommendations and compliant automation. It stresses privacy-first architecture, regulatory readiness, and AI-driven optimization as key to digital transformation in financial services. The report concludes that proactive, data-led engagement drives customer trust and measurable ROI.

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