Three Tactics to Best Utilize Data and Behavioral Analytics

Three Tactics to Best Utilize Data and Behavioral Analytics

Financial services organizations have access to some of the richest data and behavioral analytics around.

They know how people bank, borrow, save, transact and live their financial lives. But most organizations have limited ideas about how to harness that data, build strategies around it and use it to shape future performance. 

Thus more than ever, it pays to focus on this truth: Data and analytics generated by the customer provide a valuable blueprint for how to engage that customer in the future.

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The Personalization of Data Builds Brand Loyalty and Profit

The Personalization of Data Builds Brand Loyalty and Profit

Being all things to all people is stifling many financial institutions' ability for achieving market distinction, tailored brand experiences, digital evolution and personalization.

Today, successful marketing results require identifying, nurturing and targeting your fastest growing, most profitable and loyal segments; and then delivering a rich, highly personalized set of content and integrated experiences.

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Case Study: Onboarding Program + Behavioral Triggers

Case Study: Onboarding Program + Behavioral Triggers

A $1.1b Mid-Atlantic based financial institution wanted to implement an on-boarding campaign to increase user brand experiences and expand their new customer relationships during the first 120 days.

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Case Study: Reducing Attrition and Churn While Increasing Profits

Case Study: Reducing Attrition and Churn While Increasing Profits

We helped a $1B commercial bank identify that 3% of their most profitable households accounted for 25% of total profit but were at high risk as they only used only a single service. The bank wanted to strengthen their relationship and improve retention with these households by marketing additional deposit and loan products to them.

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