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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.

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...

The Power of Generative AI
img 18 March 2025
imgMike Schiller

Generative AI is revolutionizing industries like financial services by enabling the ability to create more...

Financial Account Consolidation: Untapped Potential
img 11 March 2025
imgDeep Anandrao

Many individuals diversify their investments across various banks, brokerage firms, and retirement accounts....

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...

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...

The Top 5 Characteristics of a Financial Advisor Sought by Clients and Prospects
img 10 December 2024
imgBrent N Walker

The financial services and wealth management industry is highly competitive. While estimates vary, there are...

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