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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 on turning behavioral signals into predictions about what a consumer does next. However, Resonate is only one of at least six platforms.

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Psychographics

The Customer Segmentation Software Buyer's Guide: What to Look For Beyond the Feature List

img 3 September 2026
imgBrent N Walker

According to a survey conducted by Twillo Segment’s 2024 State of Personalization report, an analysis of over 500 businesses across several industries found that 72% of companies had adopted a customer analysis platform of some kind to streamline.

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Wealth Management

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 Fidelity Investments’ research, despite clear evidence that segmenting firms outpace their peers in AUM growth and high-net-worth client.

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Banks & Credit Unions

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 insight. They're evaluating whether Personetics or other companies are the best version of it. Personetics built its name on transforming raw.

Personalization Strategy in Finance
img 30 December 2025
imgBrent N Walker

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

Future of Finance CX
img 23 December 2025
imgBrent N Walker

The financial services industry stands at a turning point wherecustomer experience will determine which...

Compliant Personalization in Finance
img 2 December 2025
imgBrent N Walker

Financial institutions face a critical tension between delivering personalizedcustomer experiences and...

The Advisor-Client Experience
img 25 November 2025
imgBrent N Walker

Most financial advisors believe they deliver exceptionalclient experiences, yet clients often feel...

Unlocking Deeper Customer Understanding to Foster Growth
img 6 November 2025
imgMike Schiller

In today’s rapidly evolving financial landscape, customer loyalty is no longer driven solely by product...

Decoding the "Why"
img 30 October 2025
imgMike Schiller

In the world of financial marketing and other industries, knowing who your customer is (their age, location,...

From Cost Center to Revenue Generator
img 21 October 2025
imgMike Schiller

For decades, financial services marketing has battled a reputation problem. Despite driving brand awareness...

Scaling Personalization Across Customer Experience
img 14 October 2025
imgBrent N Walker

Modern customers expect financial institutions to know their preferences, anticipate their needs, and deliver...

Customer Experience in Financial Services
img 7 October 2025
imgBrent N Walker

Customer experience in financial services has evolved from a nice-to-have feature into the primary...

The Rule of 7 in Financial Services Marketing
img 2 September 2025
imgMike Schiller

Financial services marketers know the challenge: trust takes time, and prospects rarely convert after just...

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