Segmentation Strategies
Articles, webinars, podcasts, and reports about demographic trends in banking, customer segmentation strategies and marketing to population segments across age, income, ethnicity and lifestyles.
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Articles
Commercial and Wealth Management Platforms Are Lousy. How To Fix Them
Banks struggle to serve business and HNW clients digitally. The key is building platforms that work across all segments.
The Generational Differences Reshaping Consumer Finances
Your customers’ financial needs often shift during major life changes. Which offer the most opportunity depends on generation and life stage.
Fintechs Grab A Bigger Share of Churning Accounts. How Can Banks Respond?
Fintechs’ gains among account jumpers rose six percentage points in 2024, and their momentum is continuing.
Why Business Banking Needs to Become More Like Consumer Banking
While banks modernize consumer banking, many smaller institutions lag behind in updating outdated business banking systems.
Get Ready for the Next Banking Generational Shake-up
The next five years will see a perfect storm of market churn (and opportunity) as multiple generations face major life changes simultaneously.
Why Banks Should Stop Chasing Youth and Target Aging Americans Instead
Older Americans control two-thirds of the wealth in the U.S., presenting real opportunity for financial institutions seeking loyal, high-value customers.
Webinars, Podcasts, Reports
Mastering Omnichannel Marketing with HomeStreet Bank
Omnichannel marketing isn’t just about being present across multiple channels—it’s about creating a connected, data-driven strategy that enhances customer engagement.
Understanding Consumer Segmentation by Financial Health
Learn how financial services companies can use segmentation to craft tailored campaigns, content, user experiences, and product recommendations to maximize ROI.
Winning Market Share in an Era of Consumer-Curated Financial Services
Financial services are redefined as banks and credit unions look to what’s next. But banks need to do more than react to current trends.
The Credit Economy: How Younger Consumers Make Credit Decisions
This report from i2c examines behaviors and attitudes related to credit product usage among younger consumers, in particular.
Cracking the Code of Gen Z
New technology, rising consumer expectations and growing fintech options are increasing competition in banking to win over Gen Z.
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