Picture of Clara Hori Written by Clara Hori
on January 23, 2020

We recently published Ron Shevlin's latest report, The Roadmap to Personalization in Banking.  Ron is the Director of Research at Cornerstone Advisors and is ranked among the top FinTech influencers globally. Inspired by his report, we created a series of four infographics on the topics we liked most.

Here's the third infographic The Five Steps of the Roadmap to Personalization.

According to Ron, "we’ve defined three primary components of the roadmap for personalization: 1) Conversation design, 2) Audience profiling and 3) Channel deployment— supported by strategy and measurement. In practice, these are complex, time-consuming and overlapping activities."

To read more about these 5 steps, make sure you download his complete research.


Like it? Then you will love Ron Shevlin's complete report.

Download Complete Report


Missed the earlier infographics?

⬅️ The Three Personalization Dilemmas Infographic (part 1)

⬅️ A New Definition for Personalization Infographic (part 2)


Ready for part four?

➡️ The Balancing Act of Personalization in Banking Infographic (part 4)


Image credits: Prisma Campaigns