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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.

The Hidden Flaws of Traditional Personalization (And How to Fix Them)
img 24 April 2025
imgBrent Walker

Personalization has become the cornerstone of modern marketing strategies, promising tailored experiences...

Why Hyper-Personalization is the Future of Enterprise Wealth Marketing
img 15 April 2025
imgBrent Walker

In today's competitive wealth management landscape, personalization is no longer just a buzzword—it's a...

The Top 5 Financial or Business Publications & Resources Among Consumers
img 1 April 2025
imgBrent Walker

There are numerous financial/business publications, both print and digital, that consumers access for...

Who Invests in Digital Assets Like Cryptocurrencies?
img 25 March 2025
imgBrent Walker

Digital assets like cryptocurrencies and NFTs (Non-Fungible Tokens) are digital representations of value and...

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...

Financial Account Consolidation: Untapped Potential
img 11 March 2025
imgDeep Anandrao

Many individuals diversify their investments across various banks, brokerage firms, and retirement accounts....

Decoding Client Motivations: The Psympl Financial Motivation Decoder
img 27 February 2025
imgBrent Walker

Psympl announced the launch of its revolutionary financial consumer Motivation DecoderTM in a press release....

How Do Clients Want to Engage Financial Advisors?
img 18 February 2025
imgBrent Walker

Managing a client population, nurturing productive relationships, and reinforcing client satisfaction and...

How Do Different Consumers Invest in Different Market Conditions?
img 30 January 2025
imgBrent Walker

We are now in 2025 with a full year ahead of us, under a new Administration with a decidedly different...

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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