Financial Services

Make every touchpoint better and more valuable, both for the consumer and your institution

Financial services is a high-consideration category, especially when someone is looking for a new institution that can grow with them, provide wellness and security as they go through the stages of life. We can help you find people that are a good fit for your institution, and create connected experiences that deepen relationships, ultimately creating a long-lasting mutually beneficial relationship.

THE MOST IMPORTANT THING FOR YOUR INSTITUTION IS
SUSTAINABLE GROWTH

2.3M
Americans take out $51 billion in auto loans each month
1 in 7
New checking account customers were influenced by direct mail from their financial institution
2.1x
More in wallet share, new business and loyalty for banks that deliver experiences that meet the changing needs of customers

Source: LendingTree, The Financial Brand, Gallup
“If financial institutions don’t think deeper than just marketing campaign goals and embrace what matters most to consumers, they will be left behind. Because consumers just don’t prefer responsible companies, they look for them.”

Nicole Machado

Vice President of Product Management, Card Solutions

People want to hear what you have to offer

71% of consumers are receptive to recieving offers from financial institutions

Source: Vericast Awareness to Action Survey, November 2023, n=1,815

SEE HOW WE’VE HELPED BANKS AND CREDIT UNIONS GROW THEIR BUSINESSES:

Case Study
close up of person signing a check

Acquisition campaign delivers $86M in deposits and 340% ROMI

See the Proof
Case Study
contact center representative

Contact Center welcomes 30,000 new customers by phone in two weeks

See the Proof

Report

Anatomy of a Banking Customer

An inside look at what bank customers want from you and where they want it.

Download Report
Anatomy of a Banking Customer