Why Smarter Segmentation Is the Next Big Move in Financial Services
In today’s digitally driven financial landscape, personalization isn’t a luxury—it’s expected. Still, many banks and financial institutions rely on outdated segmentation models that sort customers based on general attributes like age, location, or income. These traditional methods are too static to meet modern expectations. A staggering 77% of financial services leaders admit that their current segmentation strategies lack the depth needed to provide timely, relevant customer experiences. To meet the growing demand for hyper-personalization, forward-looking institutions are embracing Zendesk , a powerful customer experience solution that supports advanced, behavior-based segmentation. By leveraging Zendesk AI , real-time customer insights , and tools like Zendesk Support and Zendesk Explore, teams are modernizing operations and delivering proactive, scalable support. Where Traditional Segmentation Misses the Mark Legacy segmentation approaches tend to be rigid and disconnected. ...