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Financial Services

Decoding the "Why"

img 30 October 2025
imgMike 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.

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Personalization

Omnichannel Banking

img 28 October 2025
imgBrent 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.

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Financial Services

From Cost Center to Revenue Generator

img 21 October 2025
imgMike Schiller

For decades, financial services marketing has battled a reputation problem. Despite driving brand awareness and client engagement, many marketing departments are still viewed as cost centers, functions that consume budget rather than generate.

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Financial Services

Scaling Personalization Across Customer Experience

img 14 October 2025
imgBrent Walker

Modern customers expect financial institutions to know their preferences, anticipate their needs, and deliver relevant experiences across every touchpoint. Yet most banks and credit unions still rely on basic demographic segmentation that treats.

AI Personalization for Community Banks
img 23 September 2025
imgBrent Walker

Community banks face intense competition from fintech companies and large financial institutions that...

From Email Blasts to Behavioral Triggers and Beyond
img 9 September 2025
imgBrent Walker

Banks and credit unions have traditionally relied on mass email or direct mail campaigns that blast the same...

Explore How Predictive Analytics, Psychographics, and Hyper-Personalization Drive Results
img 26 August 2025
imgBrent Walker

Modern marketing has evolved far beyond basic demographic targeting, with businesses now leveraging...

Measuring Hyper-Personalization
img 8 July 2025
imgBrent Walker

In today's digital landscape,hyper-personalization has revolutionized how wealth management firms connect...

AI and Marketing Automation
img 24 June 2025
imgBrent Walker

In today's rapidly evolving financial landscape,AI marketing automation has become essential for wealth...

The Power of Generative AI
img 18 March 2025
imgMike Schiller

Generative AI is revolutionizing industries like financial services by enabling the ability to create more...

Harnessing Psychographic AI™ to Redefine Consumer Engagement in Financial Services
img 6 February 2025
imgRan Mullins

In an industry where differentiation is increasingly tricky, financial services firms are turning to...

AI in Financial Services and Wealth Management
img 31 December 2024
imgBrent Walker

Artificial intelligence (AI) is a set of technologies that enable computers to perform a variety of advanced...

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