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Psychographics

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 message to entire customer databases, regardless of individual behavior or preferences. This one-size-fits-all approach often results in low.

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Banks & Credit Unions

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 sophisticated digital experiences. While traditional marketing approaches yield diminishing returns,hyper-personalization has emerged as a strategic.

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Financial Services

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 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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Personalization

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 sophisticated data analytics to create highly personalized customer experiences. Predictive analytics combined with psychographic insights enable.

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...

The Top 3 Reasons Why People Do Not Have a Financial Advisor
img 17 December 2024
imgBrent Walker

It is estimated that 35% of American adults work with a financial advisor (Statista 2022). Thus, two-thirds...

The Top 5 Characteristics of a Financial Advisor Sought by Clients and Prospects
img 10 December 2024
imgBrent Walker

The financial services and wealth management industry is highly competitive. While estimates vary, there are...

The Top 3 Factors Impacting Personal Finances in 2025
img 3 December 2024
imgBrent Walker

2024 has certainly been a dynamic and turbulent year, full of uncertainty and promise. While the rate of...

An Introduction to Financial Psychographics
img 26 November 2024
imgBrent Walker

Welcome to the inaugural blog post of Psympl Answers. Psympl is dedicated to uncovering deep consumer...

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