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.
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 Strategy
- Asset Development & Campaign Launch
- Tracking & Optimizations
- Results
Customer Profile Overview
- 1. Gain Deeper Insights on your Customers
- 2. Optimize Marketing Strategies
- 3. Uncover Growth Opportunities
- 4. Analyze Branch Performance through Customer Insights
- 5. Set & Track Goals based on Propensity Modeling
Venn Analysis
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!