Insights

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71% of consumers have used a digital wallet in the past 12 months.
How Can Financial Institutions Win Hearts, Minds and Consumer Wallet Share in 2023?

The new year is here … but so is economic uncertainty. What does the coming year have in store for banks and credit unions? Find out here.

David Raab, Founder and CEO of the CDP Institute
The Value Behind Customer Data Platforms

Growing business in a financial institution is not always about attracting new customers and members. One of the most effective methods, in fact, comes through deepening existing relationships with those who may not have actively chosen your institution in the first place.

How to have a successful start to the new year
5 Marketing Strategies to Put On Your Radar for Next Year

Q4 is when marketing budgets and strategies are evaluated and fine-tuned for the next year. Before you begin, read this article by Vericast Vice President of Strategy for Financial Services, Lisa Nicolas, detailing five key strategies to consider when planning next year’s budget.

David Raab, Founder and CEO of the CDP Institute
Episode 2: The Value Behind Customer Data Platforms

Listen to learn about the definition and application of a customer data platform for marketing programs.

Omnichannel marketing leads to 1100+ new accounts
Bank’s $76 Cost Per Acquisition Sounds Too Good to Be True…But It’s Real

These stats will make you do a double-take. Discover how a large, regional bank achieved a $76 cost per acquisition using Vericast’s predictive modeling.

71% of leaders surveyed cite omnichannel marketing strategies as a critical or high priority for their business
Omnichannel Marketing Takes Customer Experience to the Next Level

To compete in today’s economy, financial institutions must deliver better engagement by meeting customers wherever they are with the right offer at the right time.This article shares survey insight on how financial institutions perceives omnichannel marketing.

environmental-factors
Trigger Advertising Based on Environmental Factors
3 Simple Steps for Using Environmental Factors to Improve Marketing Campaigns

When you put the right message in front of the right person at the right time, it has a great impression on consumers and increases the likelihood of a purchase.

Anticipating Customer Needs Provides True Value for Value Seekers
Summary All consumers are looking for value. Whether they are always seeking out the cheapest price or their favorite brands,…