The Personalization Cards for Banking are your team’s creative toolkit to design smarter, more relevant customer experiences. Based on the Bowtie of Personalization from Hello $Firstname, the deck makes it easy to connect data, content, and channels in ways that build trust, drive adoption, and deepen relationships.
 
Each deck contains 200+ beautifully printed cards across the five personalization dimensions:
Segments – from first-time account holders to mortgage seekers, wealth clients, and dormant customers
Moments of Truth – card activation, loan application, savings milestones, or churn risk
Messages – financial guidance, alerts, nudges, and tailored offers
Content Feeds – market insights, product explainers, educational articles, or local branch updates
Touchpoints – mobile app, email, SMS, call center, branch visits, and more
 
Crafted in fantastic quality, the cards are durable, easy to handle, and designed for repeated workshop use. They come delivered in a neat, sturdy box that looks just as good on your office shelf as it does on the workshop table.
 
💡 Perfect for workshops, campaign planning, and strategy sessions.
Use the cards to spark ideas, map customer journeys, and align your team on concrete personalization use cases that turn prospects into clients — and clients into loyal advocates.