Our strategic framework provides flexibility for your
organization to implement personalization capabilities in a
phased and measured manner.
With three distinct stages – Emerging, Adaptive and Innovate – our methodology allows you to adopt personalization at your own pace.
Quick wins establish value and validate the partnership while the full potential of personalization come into focus over time as long-term objectives are realized.
The Emerging stage is designed for implementing hyper-personalization at the lowest cost with minimal amount of technical and compliance resources. This kickstarts the process of embedding personalization across the organization.
The Adaptive stage represents the middle ground, ingesting real-time data sources across the enterprise to deliver several personalized consumer experiences at once. Limited data is also made available for internal usage.
The Innovate stage offers customer-led hyper-personalization experiences at scale for those going through a digita transformation heavily reliant on hyper-personalization. Our APIs give your internal teams the creative freedom to design personalized experiences as they see fit.
Our framework provides recommended products and capabilities matched to your organization’s current readiness stage. These are guidelines only -you have full
flexibility to select components that best meet your strategic goals.Our solutions are designed to be modular and configurable to your needs.
The PersonaFin Personalization Framework provides a strategic roadmap designed specifically for financial platforms. With distinct stages matched to your goals and resources,we guide you on maximizing personalization’s impact systematically.
Get in touch today to discuss how our methodology can help you start delivering hyper-personalized financial experiences tailored to your organization’s maturity.