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Psychographics

Psychographic Segmentation Examples & How to Use Them

img 29 June 2026
imgBrent N Walker

According to McKinsey, 71% of consumers expect companies to deliver personalized interactions, and 76% get frustrated when they do not. The gap between those two numbers represents a significant amount of wasted marketing spend, and the root cause.

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Financial Services

The Marketers Complete Guide to Behavioral Segmentation

img 26 June 2026
imgBrent N Walker

The data is in. Personetics reveals that 84% of banking customers say they would switch institutions for more timely, personalized advice. Epsilon states that 80% of consumers are more likely to purchase from a brand that delivers genuinely.

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Financial Services

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 to McKinsey, yet 94% of banks still cannot deliver the hyper-personalized experiences their customers prefer, as shown by a study by TheBanker

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Financial Services

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%, and 72 percent of banking customers at Mastercard rate personalization as highly important to their experience. The gap between what.

Beyond Demographic Marketing in Financial Services
img 31 March 2026
imgBrent N Walker

Financial services firms have long relied on age, income, location, and other demographic data to segment...

Industry Insights on the Great Wealth Transfer
img 24 March 2026
imgBrent N Walker

America facesa transfer of $124 trillion in assets by 2048, representing the largest intergenerational...

The Great Wealth Transfer's Impact on Wealth Management
img 17 March 2026
imgBrent N Walker

Thelargest generational shift of wealth in history is underway, with Cerulli Associates projecting nearly...

Wealth Transfer Financial Implications
img 11 March 2026
imgBrent N Walker

Thelargest intergenerational wealth shift in American history is already underway, with $124 trillion in...

Personalization for the Great Wealth Transfer
img 24 February 2026
imgBrent N Walker

The largest intergenerational transfer of assets in history is underway, with an estimated $124 trillion...

New Inheritor Financial Needs
img 10 February 2026
imgBrent N Walker

Receiving an inheritance represents one of the most significant financial transitions a person will...

Wealth Transfer Retention Strategies
img 3 February 2026
imgBrent N Walker

The financial services industry faces a critical challenge as an estimated $124 trillion in assets prepares...

Fintech Opportunity in the Great Wealth Transfer
img 27 January 2026
imgBrent N Walker

An estimated $124 trillion will transfer from Baby Boomers to younger generations by 2045, representing one...

The Great Wealth Transfer and Psychographics
img 13 January 2026
imgBrent N Walker

TheGreat Wealth Transfer represents $124 trillion moving from older to younger generations by 2048. But...

Personalization Strategy in Finance
img 30 December 2025
imgBrent N Walker

Financial institutions face a critical turning point where customer expectations have fundamentally shifted....

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