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Resources/Reports & Guides

Reports and Guides

Check out our articles and guides on the latest in customer engagement.

A marketer's guide to AI agents

A marketer's guide to AI agents

Marketers know they need AI to build powerful personalization campaigns. But as AI becomes more complex, and agents begin automating tasks and making autonomous decisions, it may feel more overwhelming than helpful. In this guide, we break down AI agents, explain their role in modern marketing, and give a framework for how and when to implement agents to build more sophisticated customer engagement campaigns. Explore the ways marketers can leverage agents and transform data into true 1:1 personalization. Plus, find out: The different kinds of AI systems and when to utilize each How agents can overcome some of the biggest roadblocks for marketing teams What you need to deploy your first agents and how to build a roadmap to success

The new money age: What Gen Z and Millennial consumers really want from financial brands in 2026

The new money age: What Gen Z and Millennial consumers really want from financial brands in 2026

What if the biggest threat to your customer relationships isn't a competitor, but a chatbot? Millennials and Gen Z are quietly outsourcing their financial decisions to AI—not because they prefer it, but because no one else showed up first. Financial services brands that read the signals early can still win that trust. In this new report, explore what Gen Z and Millennial consumers really want from financial brands in 2026. Plus, find out why: Over a third of Gen Z and Millennials have no concrete financial plan, yet advisors still beat LLMs and bank content as the most trusted guidance source Influencers scored the worst "ineffective" ratings of any option 4 in 10 Gen Zers and Millennials already turn to AI to kick off their financial journey, meaning the human handoff has to come sooner

Trust by Design: How APAC Financial Services Are Winning Customer Loyalty in the AI Era

Trust by Design: How APAC Financial Services Are Winning Customer Loyalty in the AI Era

Customers want AI-powered, hyper-personalized financial experiences, but most won't hand over the data to get them. Fewer than three in 10 APAC customers say they're open to sharing data with AI agents, even as financial services firms race to deploy it. This guide unpacks how leading banks, payments platforms, wealth managers, and insurers are closing that gap. Dive in to discover: The 5 trends reshaping AI, trust, and loyalty across APAC financial services Sector deep dives: banking, payments, wealth and asset management, insurance Real examples from NAB, DBS, GCash, Alipay, Endowus, Sharesies, Manulife Asia, Policybazaar, Singlife, and Bowtie Original interviews with marketing leaders from StashAway, Sharesies, LinkAja, Endowus, and Bowtie

A marketer's guide to AI agents

A marketer's guide to AI agents

Marketers know they need AI to build powerful personalization campaigns. But as AI becomes more complex, and agents begin automating tasks and making autonomous decisions, it may feel more overwhelming than helpful. In this guide, we break down AI agents, explain their role in modern marketing, and give a framework for how and when to implement agents to build more sophisticated customer engagement campaigns. Explore the ways marketers can leverage agents and transform data into true 1:1 personalization. Plus, find out: The different kinds of AI systems and when to utilize each How agents can overcome some of the biggest roadblocks for marketing teams What you need to deploy your first agents and how to build a roadmap to success

The new money age: What Gen Z and Millennial consumers really want from financial brands in 2026

The new money age: What Gen Z and Millennial consumers really want from financial brands in 2026

What if the biggest threat to your customer relationships isn't a competitor, but a chatbot? Millennials and Gen Z are quietly outsourcing their financial decisions to AI—not because they prefer it, but because no one else showed up first. Financial services brands that read the signals early can still win that trust. In this new report, explore what Gen Z and Millennial consumers really want from financial brands in 2026. Plus, find out why: Over a third of Gen Z and Millennials have no concrete financial plan, yet advisors still beat LLMs and bank content as the most trusted guidance source Influencers scored the worst "ineffective" ratings of any option 4 in 10 Gen Zers and Millennials already turn to AI to kick off their financial journey, meaning the human handoff has to come sooner

Trust by Design: How APAC Financial Services Are Winning Customer Loyalty in the AI Era

Trust by Design: How APAC Financial Services Are Winning Customer Loyalty in the AI Era

Customers want AI-powered, hyper-personalized financial experiences, but most won't hand over the data to get them. Fewer than three in 10 APAC customers say they're open to sharing data with AI agents, even as financial services firms race to deploy it. This guide unpacks how leading banks, payments platforms, wealth managers, and insurers are closing that gap. Dive in to discover: The 5 trends reshaping AI, trust, and loyalty across APAC financial services Sector deep dives: banking, payments, wealth and asset management, insurance Real examples from NAB, DBS, GCash, Alipay, Endowus, Sharesies, Manulife Asia, Policybazaar, Singlife, and Bowtie Original interviews with marketing leaders from StashAway, Sharesies, LinkAja, Endowus, and Bowtie

A marketer's guide to AI agents

A marketer's guide to AI agents

Marketers know they need AI to build powerful personalization campaigns. But as AI becomes more complex, and agents begin automating tasks and making autonomous decisions, it may feel more overwhelming than helpful. In this guide, we break down AI agents, explain their role in modern marketing, and give a framework for how and when to implement agents to build more sophisticated customer engagement campaigns. Explore the ways marketers can leverage agents and transform data into true 1:1 personalization. Plus, find out: The different kinds of AI systems and when to utilize each How agents can overcome some of the biggest roadblocks for marketing teams What you need to deploy your first agents and how to build a roadmap to success

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Acquisition Engagement Onboarding Reduce Churn Retention Email Mobile Push Notifications Customer Engagement Braze Announcements Personalization Cross-Channel AI and Machine Learning Brand Humanity Braze Alloys Building Braze

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