• Megnity
• April 7, 2024
• Salesforce
• 0 Comments

The financial services industry sits on a mountain of data. From customer transactions, investment histories, investment preferences and more. Financial institutions have a wealth of information at their fingertips. This data deluge offers a golden opportunity to personalize financial services, tailoring products and recommendations to each customer’s unique needs.  Yet, many institutions struggle to translate this data into truly personalized …