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The State of Customer Engagement in Financial Services

The State of Customer Engagement in Financial Services

Braze
Pages 15 Pages

This report analyzes trends in financial services marketing, focusing on data-driven personalization, experimentation, and segmentation. It outlines “bright spots” and actionable solutions like unified customer experiences, AI adoption, and cross-team collaboration. Braze data shows financial brands leading in testing and data use but lagging in consistency between marketing and product experiences.

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