Customer Journey Definition and Implementation of Segmentation in a Financial Services Institute

Abstract

Financial Institutions are facing a lot of disruptions driven by a world which became digital. Many banks already understand that they need to invest if they want significant transformation and reinforce strategies to adapt to global trends. It’s no longer enough for companies to compete only over prices, services, products, last models, etc – but the way how they do it’s starting to be as important as what it delivers – which content should companies present to which clients? All the steps of this project will help to build a stronger customer loyalty and personalized marketing strategies for this financial services institute and will try to help them to increase product and offers awareness and thus increase sales.