Part of the series:
Unlock digital potential in banking

Why personalization is the future of financial services

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About this webinar

Personalizing  the customer experience is no easy task. Many financial services companies struggle to build a strong technical foundation to enable the “authentic” personalization that is needed to remain relevant to a new generation of customers.

Join us on Wednesday, June 9 at 12 pm – 1 pm CST for a conversation on how financial institutions can thrive in the age of customer experience. This time, experts from Optimizely, Perficient, and Siteimprove will be discussing what personalized marketing is really about and how you can turn customer data into insights to drive revenue.



Register for this webinar to learn:

  • Three key trends in delivering a data-driven customer experience
  • How to reach the right person, at the right time, with the right ad
  • How implementing personalization can drive a 60-percent increase in revenue per customer


Scott Albahary

Chief Strategist, Financial Services


Scott is Perficient’s Chief Strategist for Financial Services. In this role, he applies his wide range of knowledge and skills to advise Perficient’s financial services clients on business and technical strategies and on defining, developing, and implementing these specific strategies. Specializing in the Wealth Management, Banking, and Insurance industries, he maintains the role of working with clients to significantly improve business processes across the full client lifecycle. He has extensive experience with client centricity, client acquisition and retention, client service platforms, and contact center services as well as with integrating solutions from multiple solution providers.

Bethany Poli

Digital Marketing Consultant


As a Digital Marketing Consultant at Siteimprove, Bethany Poli gets to utilize her advanced knowledge within paid search, SEO, and analytics to help Siteimprove's customers align their digital marketing strategies, as well as understand how to execute recommended changes that will lead to tangible results. Prior to joining the Siteimprove team, Bethany worked on digital marketing teams within a marketing agency and within the automotive industry—both positions involved a strong focus on paid search, allowing Bethany to develop a comprehensive PPC skillset and overall passion for the practice. The paid search landscape is constantly changing, so in order to stay current with PPC best practices and developments, Bethany enjoys regularly expanding her knowledge base through podcasts, videos, and blogs that are centered around the topic.

Mike Bernard

Vice President of Product Marketing


Mike is a seasoned SaaS and B2B marketing leader. He has held various marketing leadership roles at companies like Reeher, Relationship One and Insite Software, where he was CMO. Mike has 10+ years of experience in demand generation, marketing operations, all things digital and leading strong teams. He is passionate about using creative storytelling to create content that resonates with people and using technology to disseminate that content. All the while, collecting and analyzing the data to make better informed decisions. Mike holds a B.A from the University of MN, Morris in economics and political science and an M.A. from Bethel University in theology and philosophy. Mike is passionate about Victorian architecture, reading biographies, happy hour and his family.