Transform your marketing from guesswork to game plan

Most banks and credit unions are sitting on a goldmine of first-party data—but still sending generic messages that miss the mark. That’s where Personalization That Performs comes in.

Created by the Growth Strategy Team at Digital Onboarding, this comprehensive guide breaks down exactly how banks and credit unions can use first-party data to create personalized experiences that drive real results. From strategy to execution, we’ll show you how to build scalable, segmented campaigns that feel tailored to each customer and member—and actually move the needle.

At Digital Onboarding, we believe the future of financial services is built on trust and deeper connections—achieved by genuinely understanding and serving each person as an individual. Our mission is to help financial institutions transform their engagement strategy from a basic game of checkers into a winning game of chess.

What you'll learn:

This in-depth resource is designed specifically for bank and credit union marketers who are ready to move beyond basic personalization tactics and start delivering relevance at scale.

• Why personalization matters more than ever. Learn how shifting consumer expectations and tech trends are redefining what good marketing looks like in financial services.
• The four pillars of personalization strategy. Understand how to align data, decisioning, content, and delivery for campaigns that connect and convert.
• How to turn customer behavior into strategic insights. Learn to translate raw data into action—so every message feels timely, relevant, and personal.
• How to build segmented journeys that meet real needs. Move beyond batch-and-blast emails with targeted campaigns based on behavior, product usage, and life stage.
• Tools and frameworks you can use right now. From journey mapping to message matching, get actionable resources to start seeing results fast.
• Common mistakes to avoid and how to scale smart. Avoid the pitfalls that derail personalization efforts—and learn how to build a strategy that lasts.

From journey mapping to message matching, get proven strategies to turn insight into engagement.

Who it's for:

This guide is a must-read for marketing leaders and teams at banks and credit unions who are:

• Ready to stop guessing and start building meaningful, data-driven connections
• Looking to maximize the value of the customer and member data they already have
• Seeking a strategic, scalable path to boost engagement, loyalty, and product adoption

Ready to play a smarter game?

Download the guide and take the first step toward marketing that’s not just smarter—but more human. Stop playing checkers. Start playing chess.