Welcome

Beyond Open Banking: Fostering customer loyalty through compliant personalisation 

Thursday 19 September 2024, 11:30 AM BST
Hosted on Zoom

In today's open banking landscape, financial institutions face the challenge of cultivating customer loyalty while ensuring strict compliance with evolving generational preferences and regulatory requirements.

This FStech webinar, sponsored by Marigold, will explore how banks can leverage advanced personalisation techniques to recreate traditional banking loyalty within the framework of GDPR and other data protection regulations.

Industry experts will examine the role of real-time personalisation in financial marketing, demonstrating how to deliver dynamic content and up-to-date offers through the compliant use web scraping and API integrations to ensure consistency across customer touchpoints without compromising data protection standards.

The discussion will also cover optimising customer journeys through zero-party data collection, designing effective preference centres and surveys that gather valuable insights while aligning with data minimisation and purpose limitation requirements, and harnessing AI capabilities for analysing broader data sets in a compliant manner.

This webinar is essential for financial marketers and compliance officers looking to build loyalty through personalisation while adhering to data protection laws.


Topics for discussion

• How can banks ensure GDPR compliance while still delivering highly personalised marketing campaigns?

• What are the most effective methods for collecting zero-party data and encouraging customers to share more in the financial sector?

• How can banks leverage content-driven segmentation strategies without running afoul of privacy laws?

• What metrics should financial marketers focus on to measure the success of their personalisation efforts?

• How can financial institutions ensure consistency between email offers and landing pages while maintaining compliance?

• What are the potential pitfalls of using AI for personalisation in banking, and how can they be mitigated?

Timings for the afternoon:

11:30 - 11:35    Editor's Welcome
11:35 - 12:00    Webinar Session
12:00 - 12:15    Audience Q&A

Brought to you by FStech