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In today's wealth management landscape, technology has transformed how financial advisors connect with their...
Psychographic Segmentation Examples & How to Use Them
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29 June 2026
Brent 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.
The Marketers Complete Guide to Behavioral Segmentation
26 June 2026
Brent 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.
How Personalized Financial Services Build Customer Trust
25 June 2026
Ran 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
Elite Strategy Guide For AI Customer Segmentation in Banking
24 June 2026
Ran 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.