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 posted by Christopher Rinaldi 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.