Using new behavioral segmentation models, banks and credit unions can grow more relationships, steal market share from megabanks, and maximize their marketing ROI.

Image 4's Insight

Millennials. Gen X. Gen Z. Baby Boomers. Many financial marketers only see consumers through this limited generational lens. But if everyone uses the same basic demographic model, no one will have a competitive advantage. To grow and retain more relationships than the bank down the street, you'll need to use behavioral segmentation and personalize every aspect of your experience — starting with marketing.