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Episode 1

Mastering data-driven segmentation

Bank and credit union marketers invest a lot of time writing and designing campaigns, and they sweat over creating the perfect offers. Yet, nothing impacts a campaign’s performance more than the segmentation list.

Watch this on-demand Masterclass to discover how to build the best segmentation lists for your campaigns. Learn how to harness behavioral data (actions, engagement, transaction history) and demographic data (age, income, location) to develop highly targeted campaigns that drive engagement and loyalty for your customers and members.
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What you'll learn:

  • Develop advanced targeting strategies – Use behavioral triggers and customer and member attributes to create dynamic, data-driven marketing campaigns.
  • Segment & prioritize your audience – Identify high-value customer and member segments and tailor messaging for maximum impact and relevance.
  • Integrate segmentation into automation – Align customer and member data with marketing automation tools to deliver timely, personalized experiences at scale.

Access the on-demand webinar

This was the first episode in our monthly Engagement Masterclass Series, designed to share customer and member engagement strategies and best practices for banks and credit unions.

Hosted by the Digital Onboarding Growth Strategy Team

The Growth Strategy Team (GST) empowers financial institutions to maximize engagement, retention, and growth by developing educational content and best practices that drive success. Beyond execution, the GST serves as a strategic partner to our financial institution customers, providing expert guidance, creative solutions, and continuous optimization to help strengthen their customer and member relationships and achieve measurable results.

Justin Roberts
Sr. Director, FI Marketing Strategy
Growth Strategy Team

Ebony Ivey
Director of FI Marketing Strategy - Growth Strategy Team

Ebony brings extensive expertise in financial services. She has led initiatives in customer lifecycle marketing, acquisition, and content strategy, optimizing client acquisition and brand awareness. Ebony excels in bridging strategy and execution to drive business results for our customers.

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