The way companies do business and view customer relationships today has drastically changed. Knowing who your customers are and providing seamless experiences is more critical than ever.

Today, personalization is a expectation for most consumers. However, progressing beyond siloed, one-size-fits-all campaigns and tactics can seem daunting.

In part eight of the Talking Personalization series, we discuss the insurance and wealth management industry with Aaron Tellier, SVP, General Manager - Insurance Wealth Management at Merkle.

In part seven of the Talking Personalization Series, we discuss how the industry is working to deliver more personalized experiences in our discussion with Michael McLaren EVP, High Tech Vertical Lead at Merkle.

Our sixth discussion in this series is with David Magrini, Senior Vice President, General Manager at Merkle Health, serving brands across pharma, health insurance, hospital systems, and wellness.

In this series, we’ve interviewed technical, creative, data, and process experts at Merkle to gain insight into how organizations are creating more personalized experiences. This interview offers an industry-specific view of what is happening in the financial services industry as it relates to personalization with Paul Evers, EVP.

Being successful at delivering personalized experiences requires more than just setting up technology and building out your capabilities. It requires digital transformation, something that can easily be hampered by non-technical considerations including funding, strategy, and shared goals

We sit down with Alex Yoder, EVP, Analytics at Merkle to focus on the critical role that data plays in the ability to deliver personalization.