Unlocking the future of banking personalization to win and retain customers

How to transform your transaction data into powerful customer insights

June 1st, 2023 | 11:00AM PT

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About the Tech Talk

Looking to deliver personalized banking experiences that win and retain customers? To stay competitive and grow deposits, you already have what you need to succeed: transaction data generated by your card and banking products. Yet, most financial institutions are underutilizing the power of their transaction data and failing to deliver the deep personalization their customers want and expect.  

In this Tech Talk, we’ll break down what personalization really means and show how you can use your existing data to unlock valuable customer insights at scale.   

Register to join Plaid, Infosys and the Credit Union of Texas to learn about:

  • Trends in consumer banking behavior and the demand for personalization 

  • How to leverage your transaction data to drive tailored user experiences and offers

  • Tools to transform messy transaction data into actionable insights

Featured Speakers
Vicky Margolin

Product Marketing, Plaid

Neeraj Jindal

VP of Financial Services & Head of FinTech, Infosys

Revanth Reddy Bairi

Head of Digital, Data & Analytics, Credit Union of Texas