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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.

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,...

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...

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...

Customer Experience in Financial Services
img 7 October 2025
imgBrent Walker

Customer experience in financial services has evolved from a nice-to-have feature into the primary...

The Rule of 7 in Financial Services Marketing
img 2 September 2025
imgMike Schiller

Financial services marketers know the challenge: trust takes time, and prospects rarely convert after just...

Turning First-Party Data Into Actionable Insights for Banks and Credit Unions
img 22 July 2025
imgBrent Walker

Financial institutions collect vast amounts of customer data through daily transactions, account...

Why Hyper-Personalization Is the Future of Banking
img 15 July 2025
imgBrent Walker

Modern banking customers expect more than generic financial products and one-size-fits-all services. They...

The Psymplifier
img 1 July 2025
imgBrent Walker

In today's wealth management landscape, technology has transformed how financial advisors connect with their...

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 Top 5 Use Cases for Hyper-Personalization in Enterprise Wealth Management
img 10 June 2025
imgBrent Walker

In today's competitive financial landscape,wealth management firms are leveraging advanced technologies to...

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