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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.

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...

Credit Union Strategy for the Great Wealth Transfer
img 20 January 2026
imgBrent N Walker

Over the next two decades,more than $124 trillion in assets will transfer from Baby Boomers to younger...

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...

Credit Union Member Experience
img 16 December 2025
imgBrent N Walker

Credit unions face a challenging reality. Members can access competitive rates from countless financial...

Wealth Management Customer Experience
img 9 December 2025
imgBrent N Walker

Wealth management firms face mounting pressure to differentiate themselves in an increasingly competitive...

Compliant Personalization in Finance
img 2 December 2025
imgBrent N Walker

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

Psychographic Data in Banking
img 18 November 2025
imgBrent N Walker

Banks collect massive amounts of customer data yet still struggle to create meaningful connections with their...

Omnichannel Banking
img 28 October 2025
imgBrent N Walker

Modern banking customers expect to start a transaction on their mobile app, continue it at an ATM, and...

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...

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