Discussing Chapter 19: ’PEOPLE AND SKILLS FOR PERSONALIZATION’ with Christian Peter, Author and Award Winning CX leader in Finance
Description
In this week's episode of the 'Hello $FirstName' podcast we'll be discussing chapter 19: ’PEOPLE AND SKILLS FOR PERSONALIZATION’.
Our special guest this week is Christian Peter. Christian has vast experience as a leader in CX from several large banks in the financial sector in Germany. He even has the award statuettes to prove his success in the field. Last year I saw Christian receive an EDDI Award from DDV, German Dialog Marketing Association for his and his team's work at CommerzBank. He's also an author at Sulona.com and has written the book ‘It Depends on the Ands’ that sums up his experiences in bite sized advice.
In the episode we cover the following points:
Christian's career path and his work for multiple German banks
What it was that drove him towards becoming an author
What the state of Personalization is in Finance today and how it has changed
How much of the Customer Experience that Marketing owns in Finance
How the mix of Outbound vs Inbound channels is in Finance
The importance of Tech vs. People in Personalized Customer Journeys
Scott Brinker's 5M Model and Marketing Technologist Roles
The necessity of T-Profiles in Smaller Teams
Challenges in Hiring and Retention vs. the Utilization of External Consultants and Agencies
Changes in Operating Model with Increased Maturity
Automated Lifecycle Communication vs. Campaigns
Project vs Process based operating models
The Impact of Generative AI on Personalization in the Future
Christian's own favourite example of personalization that he has experienced personally
Based on Rasmus Houlind's book ’Hello $FirstName - Profiting from Personalization’
Watch the full Episode with video on Youtube here.
The full book is available in print and kindle and can be bought here.
(or your local amazon...)
An abstract of the book can be downloaded here.
All models and illustrations from the book can be downloaded here.
This is the last episode of this season of the 'Hello $FirstName' podcast. It consists of an audio book chapter - well two actually - namely...
CHAPTER 22: ACHIEVING ORGANIZATIONAL MATURITY FOR PERSONALIZATION - with the points:
The glass ceilings and how to break them
Breaking the glass...
Published 07/10/24