--- title: The Balancing Act of Personalization in Banking Infographic description: Infographic depicting the balancing act FIs need to overcome privacy concerns. Based on the Roadmap to Personalization report by Ron Shevlin. image: https://resources.prismacampaigns.com/hubfs/WhatsApp%20Image%202020-01-30%20at%2012.12.32%20PM.jpeg --- [![Prisma Campaigns](https://resources.prismacampaigns.com/hubfs/Logos/prisma-campaigns-logo.svg "Prisma Campaigns")](https://prismacampaigns.com/) - Challenges we solve - [Grow membership](https://prismacampaigns.com/challenges/grow-membership/) - [Drive loan and deposit growth](https://prismacampaigns.com/challenges/drive-loan-and-deposit-growth/) - [Improve member's financial well-being](https://prismacampaigns.com/challenges/improve-member-financial-wellbeing/) - [Elevate digital experiences](https://prismacampaigns.com/challenges/elevate-digital-experiences/) - [Do more with existing resources](https://prismacampaigns.com/challenges/do-more-with-existing-resources/) - [Our solution](https://prismacampaigns.com/features/) - [Marketing automation](https://prismacampaigns.com/features/) - [Predictive analytic models](https://prismacampaigns.com/offer/predictive-analytics/) - [Direct deposit switch](https://prismacampaigns.com/offer/direct-deposit-switch/) - [Migration services](https://prismacampaigns.com/migration-services/) - [Prisma campaigns accelerator](https://prismacampaigns.com/offer/campaigns-accelerator/) - Resources - [Blog](https://resources.prismacampaigns.com/blog) - [News](https://resources.prismacampaigns.com/blog/tag/press-releases) - [Digital library](https://prismacampaigns.com/digital-library/) - [Webinars](https://prismacampaigns.com/webinar-recordings/) - [Short videos](https://prismacampaigns.com/mapping-the-data-maze-short-video-series/) - [Case studies](https://prismacampaigns.com/case-studies/) - Our company - [About](https://prismacampaigns.com/about-us/) - [Partners](https://prismacampaigns.com/partners/) - [Why Prisma?](https://prismacampaigns.com/why-prisma/) - [Request a demo](https://prismacampaigns.com/schedule-demo/) # [The Balancing Act of Personalization in Banking Infographic](https://resources.prismacampaigns.com/blog) - - - ![Clara Hori](https://resources.prismacampaigns.com/hubfs/Email/photo-clara-hori.jpg) Written by Clara Hori on January 30, 2020 We recently published Ron Shevlin's latest report, [The Roadmap to Personalization in Banking](https://resources.prismacampaigns.com/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 this report, we created a series of **four infographics** on the topics we liked most. Here's the fourth and last infographic The Balancing Act. According to Ron, "the future of personalization will be a balancing act between the capabilities provided by emerging technologies (in particular, artificial intelligence, or AI) and the fears—real or imagined—of the impact of personalization on consumers and society as a whole." To read more about how to value can overcome concerns, make sure you [download his complete research](https://resources.prismacampaigns.com/the-roadmap-to-personalization-in-banking). ![Personalization: The balancing act for Financial Institutions](https://resources.prismacampaigns.com/hs-fs/hubfs/%5BCampa%C3%B1a%5D%20-%20Roadmap%20to%20Personalization/balancingforces.jpg?width=618&name=balancingforces.jpg) Like it? Then you will love Ron Shevlin's complete report. [![Download Complete Report](https://no-cache.hubspot.com/cta/default/3902087/8c8b2d73-5cd9-408d-851a-8c57d5b6077f.png)](https://cta-redirect.hubspot.com/cta/redirect/3902087/8c8b2d73-5cd9-408d-851a-8c57d5b6077f)   Missed the earlier infographics? [⬅️ ](https://emojipedia.org/left-arrow/)[The Three Personalization Dilemmas Infographic (part 1)](https://resources.prismacampaigns.com/blog/personalization-infographic1) [⬅️ ](https://emojipedia.org/left-arrow/)[A New Definition for Personalization Infographic (part 2)](https://resources.prismacampaigns.com/blog/personalization-infographic2) [⬅️ ](https://emojipedia.org/left-arrow/)[The Five Steps of the Roadmap to Personalization Infographic (part 3)](https://resources.prismacampaigns.com/blog/personalization-infographic3)     *Image credits: Prisma Campaigns* ## Get marketing automation and personalization insights for banks and credit unions delivered to your inbox ![Prisma Campaigns](https://prismacampaigns.com/wp-content/uploads/2023/09/prisma-logo-wireframe-white.svg) ## Get in Touch 66 W Flagler St, 9th floor, Miami, FL, 33130, USA +1 (786) 808-1828 [info@prismacampaigns.com](mailto:info@prismacampaigns.com) ## Challenges We Solve - [Grow membership](https://prismacampaigns.com/challenges/grow-membership/) - [Drive loan and deposit growth](https://prismacampaigns.com/challenges/drive-loan-and-deposit-growth/) - [Improve member's financial wellbeing](https://prismacampaigns.com/challenges/improve-member-financial-wellbeing/) - [Elevate digital experiences](https://prismacampaigns.com/challenges/elevate-digital-experiences/) - [Do more with existing resources](https://prismacampaigns.com/challenges/do-more-with-existing-resources/) ## Product - [Marketing automation](https://prismacampaigns.com/features/) - [Predictive analytic models](https://prismacampaigns.com/offer/predictive-analytics/) - [Direct deposit switch](https://prismacampaigns.com/offer/direct-deposit-switch/) - [Migration services](https://prismacampaigns.com/migration-services/) - [Prisma campaigns accelerator](https://prismacampaigns.com/offer/campaigns-accelerator/) ## Resources - [Blog](https://resources.prismacampaigns.com/blog) - [News](https://resources.prismacampaigns.com/blog/tag/press-releases) - [Digital library](https://prismacampaigns.com/digital-library/) - [Webinars](https://prismacampaigns.com/webinar-recordings/) - [Short videos](https://prismacampaigns.com/mapping-the-data-maze-short-video-series/) - [Case studies](https://prismacampaigns.com/case-studies/) ## Our Company - [About us](https://prismacampaigns.com/about-us/) - [Partners](https://prismacampaigns.com/partners/) - [Why Prisma?](https://prismacampaigns.com/why-prisma/) ![GDPR Compliant, SOC2, Amazon Web Services](https://prismacampaigns.com/wp-content/uploads/2023/09/footer-logos-1.png) - [![Twitter / X](https://prismacampaigns.com/wp-content/uploads/2023/09/footer-icon-twitter.svg)](https://twitter.com/prismacampaigns) - [![Facebook](https://prismacampaigns.com/wp-content/uploads/2023/09/footer-icon-facebook.svg)](https://www.facebook.com/PrismaCampaigns/) - [![LinkedIn](https://prismacampaigns.com/wp-content/uploads/2023/09/footer-icon-linkedin.svg)](https://www.linkedin.com/company/prismacampaigns) Copyright © 2026 Prisma Campaigns. 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