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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.

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...

Data Privacy in Personalization
img 30 September 2025
imgBrent Walker

Personalized experiences drive customer engagement and loyalty, but they can come at a cost that many...

AI Personalization for Community Banks
img 23 September 2025
imgBrent Walker

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

Personalization in Financial Wellness Campaigns for Banks and Credit Unions
img 16 September 2025
imgBrent Walker

Financial institutions today face a critical challenge: how to make their wellness programs truly resonate...

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...

Hyper-Personalization ROI for Credit Unions & Banks
img 4 September 2025
imgBrent Walker

Credit unions face mounting pressure to compete with fintech companies and large banks that offer...

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...

Segment of One
img 19 August 2025
imgBrent Walker

Banking personalization has evolved far beyond basic demographic targeting and product bundling. Modern...

Why Your Bank’s CRM Alone Isn’t Enough
img 14 August 2025
imgBrent Walker

Banking institutions invest heavily in customer relationship management systems, expecting them to transform...

Personalizing the Customer Journey from Onboarding to Retention
img 5 August 2025
imgBrent Walker

Banks and credit unions face mounting pressure to differentiate themselves in an increasingly competitive...

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