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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.

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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.

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...

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...

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...

Beyond the Balance Sheet: How Financial Psychographics Reveal What Clients Actually Want
img 9 July 2026
imgBrent N Walker

A client with $2 million in assets and a client with $200,000 can share the exact same fear about retirement,...

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...

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...

The Customer Psychographic Segmentation Strategy Guide
img 22 June 2026
imgBrent N Walker

According to Salesforce's State of the Connected Customer report, 73% of customers expect companies to...

Psychographic Marketing Implementation
img 16 June 2026
imgBrent N Walker

Understandingcustomer psychology has become essential for marketers who want to create campaigns that truly...

AUM Loss in The Great Wealth Transfer
img 9 June 2026
imgBrent N Walker

The wealth management industry faces an unprecedented challenge as an estimated $124 trillion shifts between...

Inbound vs Outbound Financial Marketing
img 2 June 2026
imgBrent N Walker

Financial advisors face a critical decision when allocating their marketing budgets between two fundamentally...

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