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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.

How to Build a Psychographic Foundation for Hyper-Personalization
img 13 May 2025
imgBrent N Walker

In today's data-rich marketing landscape, companies are moving beyond basic demographic segmentation to...

The 5 Key Dimensions of Hyper-Personalization in Wealth Marketing
img 6 May 2025
imgBrent N Walker

In today's digital landscape, wealth management firms are increasingly turning tohyper-personalization...

The Top 5 Financial or Business Publications & Resources Among Consumers
img 1 April 2025
imgBrent N Walker

There are numerous financial/business publications, both print and digital, that consumers access for...

Who Invests in Digital Assets Like Cryptocurrencies?
img 25 March 2025
imgBrent N Walker

Digital assets like cryptocurrencies and NFTs (Non-Fungible Tokens) are digital representations of value and...

Decoding Client Motivations: The Psympl Financial Motivation Decoder
img 27 February 2025
imgBrent N Walker

Psympl announced the launch of its revolutionary financial consumer Motivation DecoderTM in a press release....

How Do Clients Want to Engage Financial Advisors?
img 18 February 2025
imgBrent N Walker

Managing a client population, nurturing productive relationships, and reinforcing client satisfaction and...

Harnessing Psychographic AI™ to Redefine Consumer Engagement in Financial Services
img 6 February 2025
imgRan Mullins

In an industry where differentiation is increasingly tricky, financial services firms are turning to...

How Do Different Consumers Invest in Different Market Conditions?
img 30 January 2025
imgBrent N Walker

We are now in 2025 with a full year ahead of us, under a new Administration with a decidedly different...

AI in Financial Services and Wealth Management
img 31 December 2024
imgBrent N Walker

Artificial intelligence (AI) is a set of technologies that enable computers to perform a variety of advanced...

The Top 3 Reasons Why People Do Not Have a Financial Advisor
img 17 December 2024
imgBrent N Walker

It is estimated that 35% of American adults work with a financial advisor (Statista 2022). Thus, two-thirds...

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