Data-Driven Marketing

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Alcott Marketing Science

www.alcott.marketing
Franklin, TN
615-790-9155
We mine and analyze complicated data to identify new and leverage existing business opportunities. We know the intricacies of setting up workflows to help automate processes and save time. We know how to leverage data to make sure communications are targeted, timely, an thoughtful. We measure our return and account for your investment with regular reporting and results.

Altair Customer Intelligence

altairci.com
Franklin, TN
800-241-6631
Altair has the experience and expertise it takes to help financial institutions grow deposits, increase lending and successfully compete in today’s market. Our financial clients count on our industry knowledge and data-driven solutions to gain new customers and members – and increase accounts with existing ones– like never before. Our analytical approach speeds time to market, reduces costs, and delivers a competitive edge.

Baker Hill

bakerhill.com
Carmel, IN
317-571-2000
In addition to its loan origination and business intelligence solutions, Baker Hill’s marketing tools leverage database integration and predictive modeling to help financial institutions create effective, successful marketing campaigns.

BluStone Advertising

www.bluestoneadv.com
Philadelphia, PA
267-773-8114
BlueStone is a full-service direct response advertising agency with a proven track record in financial direct marketing. We leverage our extensive experience to bring each client the best practices in initial strategy and creative concepts to the final marketing campaign and back-end analysis. BlueStone Advertising offers full service solutions that create response. The right people, the right experience and the right ideas.

Catalyst

catalystinc.com
Rochester, NY
800-836-7720
Direct and digital marketing agency that helps financial marketers acquire, retain and develop long-term relationships with their customers.

ClickRSVP

www.clickrsvp.com
Milford, MA
508-478-0440
Exclusively serving the financial industry, our clients experience the highest level of expertise in email and related communications including: dynamic targeting, marketing & operational messaging, advanced segmentation, integrated surveys and more.

CRMNEXT

www.crmnext.com
San Francisco, CA
415-729-9684
Increase customer loyalty and boost revenues by streamlining processes on a powerful digital CRM platform. Transform from a product-centric to a customer-centric business model, and profit from digital disruption today — powered by world’s #1 Cloud CRM.

CS3 Marketing

www.cs3marketing.com
Denver, CO
303-619-3057
CS3 Marketing delivers unique and value-oriented solutions to age-old challenges. We’re committed to helping your organization: acquire new banking relationships, retain customers for profitability and activate, engage and grow your customer base.

d.trio marketing group

www.dtrio.com
Minneapolis, MN
612-787-3333
Direct and digital integrated marketing and graphic design.

Deep Target

deeptarget.com
Huntsville, AL
256-217-4055
Using transaction data to present online banking customers with contextual marketing from third-party advertisers.

dbmkt (Data Based Marketing)

www.dbmkt.com
San Luis Obispo, CA
800-228-5038

DecisivEdge

www.decisivedge.com
Newark, DE
302-299-1570
DecisivEdge is a technology services and consulting company working primarily with financial services companies. Our team has a very unique skill set, ranging from business optimization to technology strategy, and solutions delivery to analytics.

Deluxe

fi.deluxe.com
Shoreview, MN
888-633-5893
Deluxe Financial Services helps financial institutions increase customer engagement, and turn those relationships into profitable revenue. We focus on the customer lifecycle — acquire, onboard, engage, and operate — with a growing array of inventive, client-inspired FinTech solutions designed to help our clients grow in a changing, competitive landscape.

Digital Mailer

www.digitalmailer.com
Herndon, VA
866-994-4900
DigitalMailer provides electronic documents and marketing services for more than 200 financial institutions across the nation. Their Electronic Document Management System displays eStatements and important documents with targeted marketing campaigns. The Automatic Relationship Builder, the email marketing engine, is used by hundreds of financial institutions to ensure prompt, consistent email delivery. My Virtual StrongBox is the online answer to safe deposit boxes where users can keep electronic copies of their most important documents online where only the user can access them.

DMA Corporation

www.dmacorporation.com
Beaverton, OR
888-362-6584

EdgeMark Partners

www.edgemarkpartners.com
Richmond, VA
800-488-0289
Specializing in complex, data-driven communications for financial services and investments clients, including targeted direct mail marketing campaigns and customer notifications supporting merger/acquisitions, platform conversions, and other highly personalized programs.

Epicosity

epicosity.com
Sioux Falls, SD
605-275-3742
So what’s on your mind? Reaching millennials or Gen Z? Increasing share of wallet? Building customer loyalty? Increasing NAOs? Epicosity has the experience and the chops to make your financial marketing stand out in a sea of sameness.

eventricity Ltd

www.eventricity.biz
Offron, Suffolk (UK)
+44 1473 657777
Specializing in products, consultancy and services for event-driven marketing (EDM) in banking.

EXL Analytics

www.iqrdataanalytics.com
New York, NY
571-969-4772
The mission of EXL Analytics is to build a platform of diversified products and services that drives sustainable long-term growth while delivering extrinsic and intrinsic value for their clients.

FI Works

www.fiworks.com
Little Rock, AR
501-448-0240
FI Works is a complete solution for bank sales and marketing that outperforms any other offering in the industry. Bankers love FI Works because we show them exactly what to work on every day to grow revenue and customer relationship.

Financial Marketing Systems

BankMktg.com
Fort Myers, FL
815-398-2474
Database marketing solutions including automated, cross-sales solutions and highly personalized, one-to-one home equity loan direct marketing programs.

Finastra

www.finastra.com
London, UK
+44 (0)20 3320 5000
Finastra’s Fusion Analyzer creates a holistic accountholder view that builds insight and profit. It gathers and aggregates your consumers’ current relationships, behaviors and lifestyle attributes to help you see where opportunities lie.

FMCG Direct

www.fmcgdirect.com
New York, NY
212-557-0500
Focused excellence in financial services marketing. Insight-driven creative. Product-specific targeting models applied against the very best data. Rigorous campaign reporting and analysis.

Galapagos Marketing

www.galapagosmarketing.com
Grand Rapids, MI
616-608-7359
Specialized marketing firm that works with community banks to identify, plan and implement growth strategies using data-driven marketing.

Haberfeld Associates

haberfeld.com
Lincoln, NE
402-475-1191
Haberfeld is the nation’s premier retail and business customer acquisition partner for financial institutions, partnering with over 500 banks and credit unions to increase profitability and grow relationships.

Harland Clarke

www.harlandclarke.com
San Antonio, TX
210-697-8888
Harland Clarke is a leading provider of quality payment solutions, multi-channel marketing campaigns, and secure data-driven lead generation and critical communications.

HF Direct

hfdirect.com
Birmingham, AL
205-458-8200
At HF Direct, our fundamental aim is to deliver response and ROI for our clients. That makes our clients happy. And when our clients are happy, we know we’ve done our job.

Image Works

www.imageworksdirect.com
Madison, WI
800-777-1663

IMN Bank Adviser

www.imninc.com
Waltham, MA
877-581-0603

Infusion Marketing Group

www.profitgenerator.com
Memphis, TN
901-356-4140
Featuring a no-risk, pay for performance business model, Infusion helps community and mid-tier banks acquire high-quality new retail customer relationships, as well as cross-sell, grow and retain existing customer relationships.

Insight Ecosystems

www.insightecosystems.com
Little Rock, AR
501-448-0240
Our unique platform solves business challenges that bankers have faced for decades. Insight delivers smarter banking solutions driven by data analytics.

Insight Financial Marketing

www.infimark.com
Apple Valley, MN
703-856-4060
IFM is the leading large-scale transactional/behavioral analytics company in the financial services industry. IFM delivers a wide range of profitable solutions from customer knowledge and cross-marketing leads, to campaign management and professional services.

JOHO

www.johod3.com
Fargo, ND
888-207-0356
Your premier solutions partner focusing on data integration, process improvement, and comprehensive business intelligence delivery to help your financial institution make better and faster data driven business decisions.

Mailinglists.com

mailinglists.com
New York, NY
914-949-8300
A supplier of direct marketing list products including consumer, business, and email lists that has been in business for 25 years, providing marketing contact information to many of the largest financial institutions in the country.

Merkle

merkleinc.com
Columbia, MD
877-963-7553
Global data-driven, technology-enabled performance marketing agency.

ProspectNow.com

www.prospectnow.com
Los Altos, CA
888-956-9998
ProspectNow uses analytics to predict which properties are most likely to obtain a loan and then serves hyper targeted display ads directly to the household.


marquis_software_solutionsMARQUIS Software Solutions

www.gomarquis.com
Plano, TX
800-365-4274

MARQUIS is the largest provider of data analytics software, services, and consulting to financial institutions in the world, providing scalable, results-driven marketing, sales and compliance solutions for over 25 years. Our expertise includes: CRA, HMDA & Fair Lending solutions, Marketing MCIF software and services, Big Data analytics and action, Customer Relationship Management (CRM), Profitability and retention, Direct marketing creation, management & fulfillment. You need results. We have three ways to help: easy-to-use software, outsourced services, and professional consulting. How can we exceed your expectations today?


Matrix Manager

www.matrixmanager.com
Roseville, CA
877-258-9037
Direct mail and email matrix campaigns for financial institutions.

Mogo Interactive

www.mogointeractive.com
Corte Madera, CA
415-350-3110
Online account opening and lending solutions.

The Next Investment

www.thenextinvestment.com
Farmington, CT
866-615-1121
A financial marketing company working with both distributors and advisors who want to build their personal brands through our print marketing campaigns.

Pinpoint Direct Marketing

www.pinpointdirectmarketing.com
Andover, MN
763-784-2527

PNT Marketing Services

www.pntmarketingservices.com
Long Island City, NY
888-768-2210

PrintMail Solutions

www.printmailsolutions.com
Newtown, PA
215-860-4250
Providing statement printing, mailing, e-statements, and marketing services for the banking industry.

Publicis Hawkeye

publicishawkeye.com
Buffalo, NY
716-362-4401
For the past 20+ years, we’ve focused solely on helping financial services firms communicate better, market smarter, and create stronger customer relationships. Whether looking to communicate changes such as a merger or systems conversion, bring in new business, cross-sell products and services or simplify everyday communications, we create highly-targeted, cross-channel communications that get read, get remembered and get results.

RME360

www.rme360.com
Tampa, FL
855-383-8770
RME360 leads with innovative solutions designed to generate leads, maximize participation, and help you engage with qualified prospects. Campaigns designed for specific industries, including finance, banking, franchise, and healthcare.

SIGMA Marketing Insights

www.sigmamarketing.com
Rochester, NY
585-473-7300

Saylent Technologies

www.saylent.com
Franklin, MA
508-570-2161
Saylent Technologies offers a suite of business intelligence and data analytics software that helps banks, credit unions and financial service providers realize the untapped value that exists in their data.

Segmint

segmint.com
Akron, OH
330-594-5379
The SegmintOne platform securely activates data for bank marketers by combining the complex functions of predictive analytics, integrated campaign management, cross-channel message delivery, and ROI reporting into one easy-to-use solution.

SourceLink

www.sourcelink.com
Chicago, IL
866-947-6872
SourceLink creates results-driven communication solutions. Combining strengths in marketing analytics, data intelligence, technology and production expertise, SourceLink crafts and executes data-driven direct marketing and document and statement outsourcing solutions.

Stakana

www.stakana.com
Seattle, WA
205-596-2400
Replacing customers and members who leave is expensive. Nearly 4X as expensive as keeping current ones. With the Stakana Intelligence Suite, you can identify, target, retain and grow your customer base strategically to decrease marketing costs.

StoneShot

us.stoneshot.com
New York, NY
347-943-3222
StoneShot is a digital agency specializing in financial services that works with more than 65 global fund groups. They provide digital marketing technology, agency services and insights. StoneShot was founded in London in 2001 and opened in NYC in 2012.

Synergent

synergentcorp.com
Westbrook, ME
207-773-5671
Synergent, a service provider owned by credit unions for credit unions, provides targeted and automated marketing campaigns with member data.

Tower Marketing Services

www.towermarketing.com
Chicago, IL
708-349-9416
Financial direct mail specialists.

V12 Data

www.12data.com
Red Bank, NJ
732-842-1001
Power the right connections through the right channels at the right time. Our market-leading data solutions, real time technologies and powerful analytics make it happen.

Valid USA

www.validusa.com
Lisle, IL
630-852-8200
secure solutions that exceed your expectations—from data, to payment and identification needs, mobile communications and targeted brand messaging to marketing automation services.

Westamerica Communications

www.mywestamerica.com
Lake Forest, CA
949-462-3600
We are the result of a merger between one of the largest printing companies in Southern California and an integrated marketing company head quartered right in the middle of sunny Orange County, CA.

WordCom, Inc.

www.wordcom-inc.com
Ellington, CT
800-822-0622
Founded in 1981, WordCom is a leading direct marketing agency specializing in financial services. Using cutting-edge analytics, WordCom will help identify opportunities within your data base, select the right prospects and develop proven campaigns that result in a positive ROMI.

Xerago Solutions

www.xerago.com
San Francisco, CA
650-218-8136
Xerago is a multi-national Customer Value Maximization company with offices in San Francisco Bay Area, Singapore, Hong Kong, Dubai and Mumbai. Xerago works with organizations where customer revenues are spread over the lifetime of the relationship, such as Retail Banks, Insurance, Telco, Retailers, ECommerce, Hospitality and High Technology companies.

Xtensifi

www.xtensifi.com
Atlanta, GA
404-507-2469
To help meet the growing needs of our clients in digital financial solutions and payments, Xtensifi provides strategic and business consulting, technical and architectural consulting, product and project management, custom software development, professional services and go-to-market support services.

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