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09 Sep 2021
5 min read

The Evolution of Financial Services Technology

The financial services industry is barely recognizable from two decades back. Advancements in technology have ushered in a new era in banking. From smartphones to big data, the landscape has evolved...

07 Sep 2021

Seven 21st-Century Approaches to Segmentation

Have you heard the expression “sell more by selling less?” Marketers have long used the process of segmentation to divide a marketplace into smaller parts and make messaging more definable,...

09 Aug 2021
4 min read

How technology and content can elevate cross-selling strategies

Clearly, no marketer wakes up and says "today I am going to annoy my customers and train them to ignore my messages". However, despite our best intention and effort, too often our messages are...

18 May 2021
10 min read

Four decisions to make before running any personalized campaign

Since publishing Ron Shevlin’s The Roadmap to Personalization in Banking report, we continue to receive requests for specifics. People have loved Ron’s recommendations and they want to know how they...