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AI

AI Customer Experience Personalization for Banks: Read the Moment & the Motive

img 5 November 2026
imgBrent N Walker

In Celent and Temenos’ 2026 survey of 2,500 US consumers, 51% said their bank should better anticipate their needs when they open the app or call, yet only 4% of banks named personalizing the customer experience their top investment priority. Many.

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AI

Bank Marketing Data Enrichment: How to Close the Gap Between Raw Files & Consumer Motivation

img 8 October 2026
imgBrent N Walker

In the Federal Reserve's most recent Survey of Consumer Finances, 1 out of 4 U.S. families reported that their income for the prior calendar year differed from their usual income. Without proper assessment and verification, the data you have might.

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Financial Services

Data Enrichment for Financial Services: Your CRM Knows What Customers Did, Not Why

img 1 October 2026
imgBrent N Walker

In 2023, the Journal of Risk and Financial Management published a peer-reviewed model evaluating financial risk tolerance by age, gender and race. What they discovered was that these demographic variables together were only able to account for .

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AI

The Upside & the Fine Print of Marketing Data Enrichment for Financial Brands

img 24 September 2026
imgBrent N Walker

According to a Truthset study in 2023, the average U.S. postal address in the commercial data ecosystem is linked to 9.1 different email addresses, and hashed-email-to-postal linkages are accurate only 51% of the time, ranging from 32% to 69%.

AI
Resonate Competitors: What to Look For When Choosing an Audience Intelligence Platform
img 10 September 2026
imgRan Mullins

The audience intelligence market is an industry built on predictive analytics. Resonate built its reputation...

Why Client Segmentation in Wealth Management Separates Thriving Advisors from Stalled Ones
img 23 July 2026
imgRan Mullins

Only 37% of wealth management firms have a formal client segmentation strategy in place, according to...

The Real Personetics Competitors List: The Platforms Banks Use for Personalization
img 16 July 2026
imgRan Mullins

Banks searching for companies like Personetics usually aren't unhappy with the idea of AI-driven customer...

How Personalized Financial Services Build Customer Trust
img 25 June 2026
imgRan Mullins

Financial institutions that excel at personalization generate 40% more revenue than competitors according...

Elite Strategy Guide For AI Customer Segmentation in Banking
img 24 June 2026
imgRan Mullins

McKinsey cites that companies that excel at personalization outperform peers in sales growth by up to 85%,...

Harnessing Psychographic AI™ to Redefine Consumer Engagement in Financial Services
img 6 February 2025
imgRan Mullins

In an industry where differentiation is increasingly tricky, financial services firms are turning to...

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