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About
Unlocking Data and AI’s Promise in Banking
Where Data and AI Usage Fall Short—and How FIs Can Deliver Real Customer Value
Financial institutions (FIs) are under pressure from customers, competitors, and leadership to turn data and AI investments into real-time personalization, deeper engagement, and growth. Despite upping spend, many struggle to activate insights, personalize at scale, and drive measurable customer value. As competition intensifies and loyalty declines, the gaps between strategy and execution are becoming too big to ignore.
This deck covers:
- Where engagement strategies are missing the mark.
- How data fragmentation and underused insights are blocking personalization at scale.
- Sentiment toward AI adoption.
- How FIs can rebuild loyalty through smarter, data-driven experiences.
- Findings from a global survey of 1,245 financial services professionals, conducted in partnership with MoEngage.
This deck can help you: develop product strategy (banks)
authors
Tiffani Montez
Contributors
- Grace Broadbent
- Donte Gibson
- Senior Charts Editor
- Penelope Lin
- Director, Data Visualization
- Emma Noyes
- Graphic Designer, Data Visualization
- Jennifer Pearson
- VP, Research
- Myra Thomas
- Matt Torpey
- Senior Chart Editor
- Julia Woolever
- Ali Young
- Senior Copy Editor and Manager of Content Operations
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