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How to Balance the Art and Science of Personalization

Keefe Lee
It’s not just about delivering the right message at the right time. It’s about making that message matter.

Personalization used to be a brand’s ace in the hole. Today, it’s table stakes. What was once a pleasant surprise—your name in an email subject line, a product recommendation based on purchase history—is now the minimum expectation.

Customers don’t just want to be seen; they want to be understood. And in a world where AI, machine learning, and predictive analytics are readily available, they’re wondering: what’s taking you so long?

Speed to Insights

The bar has shifted. Personalization is no longer about relevance; it’s about resonance. Brands must move from basic segmentation to real-time, hyper-personalized experiences rooted in behavioral and transactional data. Whether it’s anticipating a reorder before the customer knows they’re running low, or surfacing content that mirrors their intent, speed to insight is everything. If you can’t deliver contextually relevant experiences in the moment, someone else will.

Rooted in the Human Touch

But here’s the catch: personalization at scale often starts to feel like personalization at arm’s length. Over-automated outreach risks coming off cold—even creepy. And that’s where many brands lose the plot. Your customers are human. Treat them that way.

That means designing experiences that prioritize empathy and trust, not just efficiency and targeting. It means moving beyond compliance-based privacy practices toward a trust-based model, where the value exchange is clear. Customers will share their data—but only if they understand what they’re getting in return.

Be Strategic. Be Selective.

The temptation to deploy every available personalization tool can backfire if it’s not tethered to actual customer need or maturity. Instead, audit where you are in your CX journey. What do you actually need right now? What are the quick wins that align with real business outcomes? Personalization is not a “set it and forget it” function—it requires constant testing, feedback, and optimization.

And underpinning all of this is a commitment to ethical data use. Transparency isn’t just a legal checkbox. When customers understand how and why their data is being used—and can see the tangible value—it builds trust. And trust, not tech, is what ultimately drives deeper, more meaningful engagement.

So while the science of personalization is advancing at a breakneck pace, the art of it—knowing when and how to show up for your customer—is what will separate the signal from the noise. Striking that balance is the challenge. But it’s also the opportunity.

Because in the end, it’s not just about delivering the right message at the right time. It’s about making that message matter.

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Let’s create wow, together. ​

Let’s create wow, together. ​

Chris Romo
Chief Financial Officer

Chris Romo brings over 15 years of expertise in financial management to his role at Salient, overseeing Financial Operations, including forecasting, stakeholder relations, and capital structure optimization. He also supports operational and risk management processes across the agency.

Before joining Salient, Chris held senior finance positions at leading organizations, such as BDO USA, where he led FP&A functions for the national IT consulting business, including offshore capabilities.

Chris finds great motivation in working with Salient’s talented, entrepreneurial team, whose intelligence and client-focused dedication drive the agency’s success in the experience industry.