Customer-centric marketing enables organizations of all kinds to benefit from addressing their customers wants and needs in personalized ways. However, some financial services firms have been slow to transition successfully to a customer-centric model, and therefore risk losing out to more agile competitors.

To help financial services companies move forward, we’ve developed this playbook to explore the technical steps, like adopting a unified analytics framework, and cultural steps needed to make a lasting impact at your organization. In this playbook, you’ll learn about:

• Key forces driving the future of financial services companies
• What customer centricity means for financial services companies
• Five steps you can take to win with unified analytics