A Meet the Boss roundtable brought to you by Rakuten Advertising

The pressure on financial services to digitise is higher than ever, particularly as younger generations shift towards challenger brands offering non-traditional banking, and money management options. In fact, we know by 2025, 86% of millennials are expected to choose a bank based on the strength of its digital capabilities.

Now is the time for financial institutions to expand their portfolio offerings to retain existing customers and attract new ones, however the road to transformation isn’t without its challenges.

For marketers, it all starts with the ability to understand and apply data insights to keep pace with customer expectations. We need to know our customer, understand their needs and offer personalization at every touch point. And, of course, this all needs to be achieved by adhering to regulatory compliance around data privacy and security.

So, how can you set your organization apart from the rest and offer customer experiences that drive growth?

Join Rakuten Advertising and a select group of industry peers to discuss how to leverage drive new customer acquisition and increase the retention of existing customers, how to navigate privacy or tracking regulations and to emerge ahead of the competition within the financial services landscape.