Acquisition + Onboarding + Relationship Build + Retention
Whale’s advanced data analytics reveal your bank’s growth potential. Our insights identify profitable opportunities and customer segments, helping you create targeted campaigns that drive results and deepen customer relationships.
We combine data-driven insights with award-winning creative to create strategic marketing campaigns that truly resonate with your audience, enhance engagement, and foster long-term growth for your financial institution.
Solutions that Drive Results for Your Financial Institution
Unlocking successful marketing lies within your customer data. Many financial institutions face the challenge of identifying loyal, profitable relationships and replicating their success. Allow us to guide you through the process:
- Customer Profiling
- Targeting Identification
- Segmentation Development
- Integrated Marketing Strateguy
- Asset Development & Campaign Launch
- Tracking & Optimizations
Customer Profile Creation Process
Current Customer Database
Append Firmographics, Demographics & Segmentation Data Elements to All Records
Aggregate Data to Household Level
Identify Customer Opportunities & Targeted Prospects Within Footprint
Summarize Data into Actionable Segments (P$YCLE)
Predict Future Needs & Develop Strategic Marketing Plans
Venn Analysis
- Understand overlapping characteristics among customers
- Shift towards a customer-centric focus
- Cultivate deeper, lasting relationships
Our mission is to seamlessly integrate with your team, delivering cutting-edge data analytics and advanced models that drive superior results.
Case Study
b1BANK Sees a 325% MROI on a New MAX Money Market Campaign
We recently completed a successful Money Market campaign for b1BANK using a propensity model to deliver a targeted database and marketing matrix. Whale’s strategic, cost-effective outreach delivered impressive results in a competitive environment
b1BANK is a full-service financial institution headquartered in Baton Rouge, LA with over $7 billion in deposits and 60 branch locations.
"If you're looking for a marketing partner that combines strategy, creativity, and a genuine commitment to your success, Whale is your solution. They consistently deliver results and help us achieve our goals quickly and efficiently."
Set Sail
Reach out to our team below to explore how we can impact your results!