This Braze guide for financial services leaders outlines how data agility, access, and activation build customer trust. It urges modernizing legacy systems to improve responsiveness and transparency, enabling seamless personalization and communication. Three principles—enhancing agility, democratizing access, and activating insights—anchor the guide, each paired with actions to modernize tech stacks and improve cross-functional data use. The report concludes that trust grows when firms turn data into timely, relevant experiences.

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