Customers Want, and Expect, Personalized Experiences

Patrick Leary

VP, UX Manager at AllianceBernstein

Learning Objectives

Client engagement continues to evolve as savvy current and soon-to-be clients engage with any online presence: a personalized experience is wanted and expected. How can we intelligently acknowledge unique needs and guide users towards the end goal, all while building trust through transparency?

Key Takeaways:

  • Aligning marketing campaigns to segments as well as consumer characteristics

  • Ensure transparency in how we collect and use data to better serve our clients

  • Understand metrics to continually improve upon our customer impact