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In today’s rapidly evolving financial landscape, customer loyalty is no longer driven solely by product...
Unlocking Deeper Customer Understanding to Foster Growth
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6 November 2025
Mike Schiller
In today’s rapidly evolving financial landscape, customer loyalty is no longer driven solely by product performance, interest rates, or convenience. The most successful financial institutions understand that behavior is emotional before it is.
AI in Wealth Management
4 November 2025
Brent Walker
Wealth management firms are drowning in client data yet struggling to deliver truly personalized experiences. Traditional approaches to client segmentation rely heavily on demographics, wealth metrics, and transaction history, missing the deeper.
Decoding the "Why"
30 October 2025
Mike Schiller
In the world of financial marketing and other industries, knowing who your customer is (their age, location, income) is important, but knowing “why” they buy is what truly drives success. This is where psychographics come in. Forget broad.
Omnichannel Banking
28 October 2025
Brent Walker
Modern banking customers expect to start a transaction on their mobile app, continue it at an ATM, and complete it with a phone call to customer service without missing a beat.Omnichannel banking integrates all customer touchpoints into a unified.