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