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While financial advisors excel at creating investment strategies and wealth preservation plans, they often...
From Email Blasts to Behavioral Triggers and Beyond
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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.
Explore How Predictive Analytics, Psychographics, and Hyper-Personalization Drive Results
26 August 2025
Brent Walker
Modern marketing has evolved far beyond basic demographic targeting, with businesses now leveraging sophisticated data analytics to create highly personalized customer experiences. Predictive analytics combined with psychographic insights enable.