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IDC PeerScape: Best Practices in Retail Banking Engagement Personalization

Publisher IDC
Published Jan 22, 2026
Length 7 Pages
SKU # IDC20786992

Description

This IDC PeerScape explores the best practices in retail banking engagement personalization."True digital self-service transformation isn't just about technology; it's about reimagining customer journeys to deliver seamless, personalized, and inclusive financial experiences at scale," said Marc DeCastro, research director, IDC Financial Insights.

Table of Contents

7 Pages

IDC PeerScape Figure

Executive Summary

Peer Insights

Practice 1: Shift to modern, cloud-based, and agile platforms to enable end-to-end digital engagement and faster innovation

Challenge

Example 1

Example 2

Guidance

Practice 2: Create unified customer journeys across online, mobile, and in branch, with real-time insights and personalization

Challenge

Example 1

Example 2

Guidance

Practice 3: Improve the speed to market and offer more accessible financial products that can be offered at scale, which can be mutually beneficial

Challenge

Example 1

Example 2

Example 3

Guidance

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