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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%.

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Psychographics

Bank Customer Segmentation, Decoded: From Static Lists to Psychographic AI™

img 17 September 2026
imgBrent N Walker

The standard software for bank customer segmentation does little more than tell financial institutions who their customers are and provides little deeper insight. Age, account balances, and location of residence can compose a nice profile, but they.

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...

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

Artificial intelligence (AI) is a set of technologies that enable computers to perform a variety of advanced...

The Top 3 Reasons Why People Do Not Have a Financial Advisor
img 17 December 2024
imgBrent N Walker

It is estimated that 35% of American adults work with a financial advisor (Statista 2022). Thus, two-thirds...

The Top 5 Characteristics of a Financial Advisor Sought by Clients and Prospects
img 10 December 2024
imgBrent N Walker

The financial services and wealth management industry is highly competitive. While estimates vary, there are...

The Top 3 Factors Impacting Personal Finances in 2025
img 3 December 2024
imgBrent N Walker

2024 has certainly been a dynamic and turbulent year, full of uncertainty and promise. While the rate of...

An Introduction to Financial Psychographics
img 26 November 2024
imgBrent N Walker

Welcome to the inaugural blog post of Psympl Answers. Psympl is dedicated to uncovering deep consumer...

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