Performance Marketing Lab
Actionable insights on how performance marketing can maximize every marketing dollar, with proven strategies and real-world examples designed to drive acquisition, deepen relationships, and deliver measurable, compliant growth.
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Featured Articles
Achieve M&A Success with Strategy, Culture, and Empathy
Success in bank and credit union M&A requires strategic clarity, cultural alignment and empathy-led integration.
Doing the Holidays Wrong: Banks Need to Refresh Year-End Marketing
Data increasingly shows that pulling back during the holiday season is precisely what banks and credit unions shouldn’t do.
Earning NextGen Business Starts with Likes and Follows
Authenticity, humor and a steady stream of scroll-stopping content are the best new customer acquisition strategy for banks.
Navigating Compliance Challenges in the Age of Data-Driven Financial Marketing
Financial marketers face mounting pressure to balance precision targeting with fair lending compliance. How to innovate responsibly in 2026.
If Banks Don’t Know Gen Z Customers Personally, They Won’t Know Them at All
From tailored onboarding to microsegmented campaigns, banks are rethinking marketing to connect with the next generation of customers.
How Census Tract Marketing Stretches Budgets and Meets Compliance Goals
Banks can meet CRA and fair lending requirements while reducing marketing waste through precise census tract targeting strategies.
Additional Resources
PLAYBOOK: Accelerate M&A Success
In this playbook, you’ll learn how you can create growth opportunities for your institution by keeping your customers, employees, and community “all in” during the M&A process.
PLAYBOOK | An Essential Guide to Core Deposit Acquisition
This comprehensive report provides actionable insights to help you navigate rising loan demand, overcome barriers, and build lasting customer relationships.
2026 Loan Acquisition Playbook
Discover how financial institutions can thrive by aligning loan acquisition strategies with evolving consumer needs and expectations.
Sealing the M&A Deal: Your Blueprint for Mergers
Learn how financial institutions can drive revenue, reduce attrition, and build brand equity by prioritizing personalized communication.
Why a Direct Mail Strategy Still Works for Financial Institutions
In a world dominated by digital noise, direct mail stands out as a high-impact, tangible medium that delivers results.
Why Personalized Banking Is Key to Better Lending
By delivering personalized offers and insight-driven communications, you can differentiate your financial institution as a true partner.
How Retail Trends Are Shaping Deposit Growth Strategies
Banks are feeling the squeeze. Rising interest rates and growing competition from fintechs are making it harder to attract and keep deposits.
Customer Segmentation Strategies To Boost Acquisition
By using advanced analytics, Vericast makes it possible for marketers to understand consumer behaviors and preferences.
Q&A With an M&A Expert
Mergers and acquisitions have become pivotal strategies for organizations seeking sustainable growth and competitive advantage
Deliver a Best-In-Class Customer Experience
Lia is on the path to her first mortgage loan. Follow her path to success with key stops in her Shopper Alert Customer Experience Journey.
