December 11 2014 6 Steps to Personalizing Bank & Credit Union Websites Ideally, site personalization integrates user data, such as location-based tracking, site activities and historical data to trigger content that’s tied to an existing persona. This is the most straightforward approach to personalizing a website: a combination of geo-location, and actions taken on the website. View the article as originally published on The Financial Brand. Banks Content Credit Unions Personalization Website Share this article ZAG Interactive is a full-service digital agency in Glastonbury, CT, offering website design, development, marketing and digital strategy to clients nationwide. See current job openings.