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BAI Deep Dive:

Personalizing the Customer Experience

This complimentary series of content provides financial services leaders with actionable insights.

Connecting with clients on a personal level can improve the bottom line and customer satisfaction at your financial services organization.

Learn from industry leaders and peers

  • Anson Vuong, head of digital and customer experience at Gallup
  • Lamont Young, managing partner at Citizens Bank
  • Aarthi Murali, chief customer experience officer at M&T Bank
  • Gregory Kanevski, global head of banking at ServiceNow
  • Terry Badger, managing editor at BAI
  • Karl Dahlgren, managing director of research at BAI
  • Holly Hughes, chief marketing officer at BAI

Understand best practices

  • "Taking the financial services customer experience to the next level" by Salesforce
  • "Getting personal: The role of identity verification in customer personalization programs" by IDology
  • "AI for financial institutions: The next frontier in CX and personalization" by Pindrop

See how technology can advance your efforts

  • "Delivering a (much) better customer experience" from Technisys
  • "Personalizing every touchpoint" from Total Expert
  • "The platform is part of the revolution" from

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