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On-Demand Webinar: Delivering Digital Experiences that Matter with Personalized Insights

September 28, 2020

With today’s consumers expecting digital experiences to be relevant, insightful, and tailored to their needs, hyper-personalization isn’t just a nice-to-have, but the key to successful customer engagement. In our webinar, we’ll discuss how you can attract, serve, and retain today’s consumers by using insights to create a hyper-personalized financial wellness experience.

Watch our on-demand webinar and see how you can integrate tools like peer benchmarking into your digital experience. Learn how to share actionable insights to help your customers reduce financial stress. And find out how to build personalized views around the topics your users care about, from self-employment to tax deductible expenses and more.

Watch our on-demand webinar to discover how to:

  • Get unique financial insights into your consumer base

  • Leverage data and insights to personalize digital experiences

  • Use peer benchmarking data to provide greater context

  • Actively segment consumers to drive more relevant offers

  • Get an in-depth look at Envestnet | Yodlee’s new Insights Solutions

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