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Financial institutions today face a critical challenge: how to make their wellness programs truly resonate...
Personalization in Financial Wellness Campaigns for Banks and Credit Unions
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16 September 2025
Brent Walker
Financial institutions today face a critical challenge: how to make their wellness programs truly resonate with customers who have vastly different financial situations, goals, and behaviors. While traditional financial literacy campaigns often rely.
From Email Blasts to Behavioral Triggers and Beyond
9 September 2025
Brent Walker
Banks and credit unions have traditionally relied on mass email or direct mail campaigns that blast the same message to entire customer databases, regardless of individual behavior or preferences. This one-size-fits-all approach often results in low.
Hyper-Personalization ROI for Credit Unions & Banks
4 September 2025
Brent Walker
Credit unions face mounting pressure to compete with fintech companies and large banks that offer sophisticated digital experiences. While traditional marketing approaches yield diminishing returns,hyper-personalization has emerged as a strategic.
The Rule of 7 in Financial Services Marketing
2 September 2025
Mike Schiller
Financial services marketers know the challenge: trust takes time, and prospects rarely convert after just one interaction. That’s why the Marketing Rule of 7 has long been a guiding principle prospects need to encounter your message multiple times.
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