About
The financial world is changing fast. Traditional banks are racing to digitize, while digital-first challengers are finding the value of physical touchpoints. Sound familiar? If you’ve worked in retail, it should.
The finance industry is now facing the same omnichannel challenges retail has spent years solving:
- How do you unify every customer touchpoint into a seamless experience?
- How do you design flexible, intuitive journeys that match real-world customer behavior?
- And most importantly, how do you do all this while dealing with legacy systems, siloed teams, and evolving customer expectations?
Our team at Reaktor has helped leading retailers tackle omnichannel transformation head-on. Now, we’re sharing five key lessons financial institutions can borrow from retail’s playbook.
What's in this white paper
Legacy systems don’t have to hold you back
Retailers have modernized without ripping everything out – so can banks. Learn how APIs, data layers, and modular upgrades can enable real-time integration without a full system overhaul.
Customer behavior can be erratic – design for flexibility
Forget linear customer journeys. People jump between channels unpredictably. See how finance can build adaptable experiences that match real-world behavior instead of forcing users into rigid pathways.
Real-time data is a non-negotiable
Retailers use AI-driven insights to personalize experiences and optimize inventory in real time. Financial institutions can do the – delivering instant fraud detection, seamless transaction updates, and smarter customer interactions.
Personalization should be everywhere
Banks have the data to offer genuinely useful, proactive service – if they use it well. Learn how to move beyond basic product recommendations to true omnichannel personalization that builds trust and engagement.
Reorganize around the customer journey, not channels
Just like in retail, banks need to break down silos. See how shifting from channel-based teams to journey-based structures can create smoother experiences and unlock new values.
DOWNLOAD
Ready to rethink omnichannel in finance?
Learn how financial institutions can break down silos, integrate customer touchpoints, and build experiences that match the way people actually bank today.
Get the white paper
