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Financial Services

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 interactions, and digital touchpoints, yet many struggle to transform this information into meaningful business outcomes.First-party data represents a.

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Financial Services

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 demandpersonalized experiences that understand their unique financial situations, preferences, and goals. Hyper-personalization represents the.

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Psychographics

Measuring Hyper-Personalization

img 8 July 2025
imgBrent Walker

In today's digital landscape,hyper-personalization has revolutionized how wealth management firms connect with clients. Unlike basic personalization strategies, hyper-personalization leverages advanced data analytics and AI to create truly.

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Financial Services

The Psymplifier

img 1 July 2025
imgBrent Walker

In today's wealth management landscape, technology has transformed how financial advisors connect with their clients. The Psymplifier stands at the forefront of this evolution, combiningpsychological insights with data amplification to create truly.

    Financial Services
    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...

    Financial Services
    The Top 5 Financial or Business Publications & Resources Among Consumers
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    imgBrent Walker

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

    Financial Services
    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...

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

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

    Financial Services
    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....

    Financial Services
    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...

    Financial Services
    How Do Different Consumers Invest in Different Market Conditions?
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    imgBrent Walker

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

    Financial Services
    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...

    Financial Services
    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...

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