4 ways to deliver a personalized banking experience
Today's bank customers want personalized banking with the ubiquitous access that comes from a seamless, omnichannel experience. What should a personalized customer experience look like at your bank? This Microsoft Industry Blog gives you a look. Read it for an at-a-glance of the 4 pillars of a seamless banking customer experience and how Microsoft Cloud for Financial Services helps deliver it.
What is personalized banking?
Personalized banking refers to delivering tailored experiences that meet individual customer needs. This involves providing the right message at the right time through the right channel, moving beyond generic offers to create relevant, end-to-end experiences for each customer.
What are the key pillars of a personalized banking experience?
The four key pillars of a personalized banking experience are: 1) Customer Engagement, which provides a 360-degree view of the customer; 2) Customer Insights, which adds context to customer data; 3) Predictive Analytics, which identifies trends and latent needs; and 4) Augmented Intelligence, which enhances human-led interactions with AI.
How can Microsoft and Zafin help banks?
Microsoft and Zafin provide solutions that enable banks to capture and interpret customer data effectively. Microsoft Cloud for Financial Services offers tools to deliver differentiated experiences, while Zafin enhances product and pricing lifecycle management, allowing banks to present relevant products to customers based on their specific needs.

4 ways to deliver a personalized banking experience
published by Navitas Business Consulting, Inc.
Incorporated in 2006, Navitas Business Consulting Inc, is an SBA 8(a) certified company and Woman-Owned, Small Disadvantaged Business (WOSDB) providing a broad range of Cloud Enablement, Digital Transformation, Data Insights, Artificial Intelligence, and Agile PMO & Advisory Services support to Federal, Commercial, and State & Local customers. Navitas is ISO 9001, 27001, and 20000 certified and is appraised at CMMI for Services Level 3. We are proud to be recognized as the “Top Places to Work” by Washington Post for the years 2018, 2019, 2020, and 2021. We value passion, integrity, commitment, and collaboration and are committed to helping you improve speed, achieve desired outcomes, and reduce costs.