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Only 37% of wealth management firms have a formal client segmentation strategy in place, according to...
Bank Marketing Data Enrichment: How to Close the Gap Between Raw Files & Consumer Motivation
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8 October 2026
Brent N Walker
In the Federal Reserve's most recent Survey of Consumer Finances, 1 out of 4 U.S. families reported that their income for the prior calendar year differed from their usual income. Without proper assessment and verification, the data you have might.
Data Enrichment for Financial Services: Your CRM Knows What Customers Did, Not Why
1 October 2026
Brent N Walker
In 2023, the Journal of Risk and Financial Management published a peer-reviewed model evaluating financial risk tolerance by age, gender and race. What they discovered was that these demographic variables together were only able to account for .
The Upside & the Fine Print of Marketing Data Enrichment for Financial Brands
24 September 2026
Brent N Walker
According to a Truthset study in 2023, the average U.S. postal address in the commercial data ecosystem is linked to 9.1 different email addresses, and hashed-email-to-postal linkages are accurate only 51% of the time, ranging from 32% to 69%.
Bank Customer Segmentation, Decoded: From Static Lists to Psychographic AI™
17 September 2026
Brent 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.