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Julie Muckleroy Global Banking Strategic Advisor at SAS

Say My Name: How personalized customer experiences can elevate financial services

By Franklin Manchester and Julie Muckleroy “Names are the sweetest and most important sound in any language.” Dale Carnegie’s words from nearly a century ago suggest an answer to a question troubling financial services firms: How can they take customer experience (CX) to a level that inspires brand loyalty? In hard times, personalization can make ...

28 July 2023 /retail /cloud Banking Strategy, Digital and Transformation