techrseries

Right message. Right person. Right time. Right now.


Financial services has been trying for ages to actually deliver one-to-one customer experiences at scale. Technology has finally caught up.

Carlos is planning to buy his first home. This is one of the biggest financial decisions he’ll ever make.

As he begins searching for mortgage rates, he sees an ad from his bank for their mortgage calculator. He clicks on the link and uses the calculator – and feels he’s got a good idea now of what he can afford.
Later, when Carlos uses the bank’s chatbot to find the closest cash machine, the bot identifies his recent online mortgage interactions and suggests setting up a meeting with a loan specialist. Carlos agrees to a meeting later in the week. In the meantime, he heads to the cash machine to get some cash. As he waits for his transaction to process, information on the bank’s current mortgage interest rates pops up



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