Balancing Personalization and Data Security: Essential Strategies for CMOs in Financial Services

Balancing Personalization and Data Security: Essential Strategies for CMOs in Financial Services

Customer Experience — Wed., Feb. 5, 2025

Personalization is increasingly recognized as a pivotal strategy in marketing for enhancing customer experiences. However, only 15% of senior marketing leaders say their companies are effectively implementing personalization tactics.

As a result, 74% of digital marketing leaders are ramping up their investment in personalization to improve strategies. It is crucial for CMOs to periodically audit their data management practices to ensure compliance and effectively apply AI-driven insights.

Strategic personalization can lead to significant improvements in customer experience and loyalty, as seen with examples from Citizens Bank and Wells Fargo. Transparency in data practices is also crucial for building trust with customers and soliciting their feedback to refine policies.

... continue reading below
Sign up for free to read the full article.
Enter your email address to continue reading

Balancing Personalization and Data Security: Essential Strategies for CMOs in Financial Services

Don't worry ... it's FREE!

Already a member? Sign in now.

Related Articles

2025 Is a Make-or-Break Year for B2B Personalization: Marketers Need to Be Ready

2025 Is a Make-or-Break Year for B2B Personalization: Marketers Need to Be Ready

AI, video, and data can deliver the promise of B2B marketing personalization in 2025. Meet buyer expectations and drive marketing success. Read more.

How Baby Boomers' Digital Media Habits Are Changing

How Baby Boomers' Digital Media Habits Are Changing

The share of media time spent online by Baby Boomers has jumped 20+ percentage points over the past decade, according to recent research.

What Drives B2B Purchase Decisions: Personal vs. Professional Considerations

What Drives B2B Purchase Decisions: Personal vs. Professional Considerations

B2B buyers are increasingly being influenced by personal decision drivers, such as how comfortable they feel with a vendor, vs. professional drivers, such as pricing, according to recent research.

Choose the 'Bright Web': The Why and How of Building Thriving Communities

Choose the 'Bright Web': The Why and How of Building Thriving Communities

Learn how fostering online communities an increase customer loyalty, brand awareness, and business success. Start building success. Read more.

Post-Purchase Engagement: Three Ways to Minimize Churn and Maximize Customer Lifetime Value

Post-Purchase Engagement: Three Ways to Minimize Churn and Maximize Customer Lifetime Value

Discover three practical ways to build stronger post-purchase relationships with clients, leading to higher retention and customer lifetime value. Learn more.

The Future of B2B Customer Experience: Human vs. Machine

The Future of B2B Customer Experience: Human vs. Machine

Explore how AI & technology and the human touch will together transform B2B customer experience, creating personalized interactions. Learn more.

Subscribe to the MarketingProfs Today newsletter