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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.

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...

Data Privacy in Personalization
img 30 September 2025
imgBrent N Walker

Personalized experiences drive customer engagement and loyalty, but they can come at a cost that many...

AI Personalization for Community Banks
img 23 September 2025
imgBrent N Walker

Community banks face intense competition from fintech companies and large financial institutions that...

Personalization in Financial Wellness Campaigns for Banks and Credit Unions
img 16 September 2025
imgBrent N Walker

Financial institutions today face a critical challenge: how to make their wellness programs truly resonate...

From Email Blasts to Behavioral Triggers and Beyond
img 9 September 2025
imgBrent N Walker

Banks and credit unions have traditionally relied on mass email or direct mail campaigns that blast the same...

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...

Segment of One
img 19 August 2025
imgBrent N Walker

Banking personalization has evolved far beyond basic demographic targeting and product bundling. Modern...

How Banks and Credit Unions Can Use Psychographic Segmentation to Drive Growth
img 29 July 2025
imgBrent N Walker

Traditional demographic data tells financial institutions who their customers are, but psychographic...

Turning First-Party Data Into Actionable Insights for Banks and Credit Unions
img 22 July 2025
imgBrent N Walker

Financial institutions collect vast amounts of customer data through daily transactions, account...

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