This document outlines seven things that financial services companies can do to effectively acquire and retain customers in 2012. It recommends: 1) Aligning business planning with data; 2) Enabling innovation channels; 3) Focusing on mobile connected consumers; 4) Focusing on social conversations rather than platforms; 5) Focusing on consumers' context; 6) Enabling transparency and authenticity across touchpoints; and 7) Designing customer-centric experiences. The document was presented by CX Interactive and encourages following them on Twitter and visiting their blog for more information.

1. Financial'Services'2.0':'2012'Digital'Impera8ves!
7'Things'Your'Company'Can'Do'Today'to'Effec8vely'Acquire'and'Retain'Customers!

3. Innovation

4. A Faster Horse
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5. #!1!Align!Your!Business!Planning!Process!with!Data!
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6. #!2!Enable!an!‘Innova=on!Channel’!
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7. #!3!Focus!on!the!Mobile!Connected!Consumer!
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8. #!4!Focus!on!Social!Conversa=ons,!not!Plaforms!

9. #!5!Focus!on!the!Consumer’s!Context!
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Photo Via dullhunk on Flickr

10. #!6!Enable!Transparency!and!Authen=city!Across!Consumer!Touch!Points!
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11. #!7!Design!and!Op=mize!for!CustomerRCentric!Experiences!
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12. Summary!R!2012!Digital!Impera=ves!
1. Align Your Business Planning Process with Data
2. Enable an 'Innovation 'Channel'
3. Focus on the Mobile Connected Consumer
4. Focus on Social Conversations, Not Platforms
5. Focus on the Consumer’s Context
6. Enable Transparency and Authenticity across Consumer Touch Points
7. Design and Optimize for Customer-Centric Experiences

13. Thank!you!|!Ques=ons!+!Feedback!!
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