Marketing Money Podcast: The hurdles of bank marketing

For some banks, the value extends beyond new accounts to greater brand recognition and community connections.

The increasing influence of marketing analytics and data platforms highlights the trend of turning customer data into actionable insights.

Emerging opportunities are in behavioral triggers, abandonment follow-up, predictive next-best-action and segmented journeys.

Training and education will be critical to ensuring that investments in AI platforms deliver their full value.

When financial institutions get the personalization formula right, customer satisfaction scores rise.

As a new generation redefines ‘wealth,’ banks are strengthening their mass affluent and high net worth offerings.