Adobe commissioned Incisiv to assess the state of personalisation in the financial services industry. The study was designed to understand how firms:

  • Start their personalization journey
  • Assess their current level of maturity
  • Uncover their desired ideal state
  • Synthesize capabilities needed to scale personalization
Incisiv conducted an extensive survey and executive interviews to gather critical insights and also built a framework to represent how brands scale personalization.

You will find this report especially valuable if you are focused on one or more of the following:

  • Understanding how your firm stacks up against the industry
  • Shaping your organization's personalization strategy and agenda
  • Understanding the right operating model to scale personalization
  • Building a business case to scale personalization

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