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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.

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...

The Top 3 Factors Impacting Personal Finances in 2025
img 3 December 2024
imgBrent N Walker

2024 has certainly been a dynamic and turbulent year, full of uncertainty and promise. While the rate of...

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