Welcome to the Claritas resource portal for marketers in the financial services industry. Here, you will find content specific to your business needs, as well as a link to contact us to further discuss how we can better assist you.
Informational Sheets
- Identify your ideal customers or members with Claritas P$YCLE® Premier, segmentation built especially for financial marketers
- Deliver multichannel campaigns when and where people want to be engaged
- Optimize your campaigns so you know what's working and can improve what isn't
- Gain insight from the nation's larges, syndicated survey of household insurance product usage
- Gain insights from the nation's largest, syndicated survey of household financial behavior
- Append data to your CRM to better match or extend offers of the right products and services to the right households, based on estimated income
- Estimate the liquid wealth of consumers to determine who is most likely to use your products or services
Conference Presentations
-
AI for Growth: Unleashing Data to Personalize, Predict, and Profit
-
Is Everything You Thought You Knew About Your Customers & Members Wrong?
Fireside Chats
- Claritas Premium Profiles (MRI Simmons) Fireside Chat
- AI Creative Optimization Fireside Chat
- Claritas & AudioStack: Redefining what's possible in AI-driven audio marketing
- Claritas on Nasdaq TradeTalks
Explainer Videos
- Identify Your Best Customers & Prospects
- Deliver Effective & Efficient Multichannel Campaigns
- Multichannel Measurement & Attribution Solutions
Blogs
- The Future of Marketing with AI Creative Optimization
- 3 Myths & 4 Truths About AI
- Embracing AI to Shape the Future Success of Banking
- 3 Pillars of Financial Institution Success
- The Future of DCO is AI Creative Optimization
The Marketing Insider | A Claritas Podcast
- Episode #54: The Marketing Solutions Set to Dominate 2025
- Episode #53: 4600 New Ways To Find Your Best Customers
- Episode #52: A Deep Dive into the U.S. Hispanic Consumer Market
- Episode #51: Zero-Party Data: The Answer to Walled Gardens?
- Episode #50: Why Digital Audio Commands 40% of Audio Revenue: Accurate Measurement is Critical to This Success
- Episode #47: Unleashing the Power of AI for Marketing Success
- Episode #45: The Privacy Landscape
- Episode #44: Data Science, Simplified
- Episode #43: Don't Let The Word "Custom" Scare You
- Episodes #41 & 42: Audiences, Activation, and Acquisition
Case Studies
- Suncoast Credit Union - 1,000x+ return on ad spend (ROAS)
- Progressive Insurance - 52% lift in total conversions with GenAI ads
- Star One Credit Union - 1,200 new accounts in two months
- MoneyGram - Expands their multicultural growth strategy
- Clearwater Credit Union - 40% increase in CD balances
- Origin - 15,721 conversions for a digital financial institution
- O Bee Credit Union - 270% increase in number of mortgage loans
- Alltru Credit Union - 632% increase in landing page traffic
- Megaphone - 116% lift in conversions for a credit card issuer
- Lake Michigan Credit Union - 36% growth in members in new markets
- LMCU - 8.3% conversion rate on "switcher" campaigns
- Coopera Consulting - 11.6% average deposit growth
- Webster First Federal Credit Union - 250% over yearly deposit goal, before Q4
- Large Bank - 94% decrease in customer acquisition cost
Reports
- The 2024 U.S. Hispanic Market Report
- Understanding Hispanic Insurance Preferences: A Consumer Insights Report
- The 2023 Insurance Report
Insights
- Overcoming Barriers to AI Adoption in Financial Services
- Finding Investment Dollars: A Wealth Management Infographic
- Understand the Needs and Means of Today's Consumers
- Mortgage loans: bouncing back?
- Keeping up with the credit behaviors of consumers
- Marketing the right savings and deposit products
Webinars
Competitive Differentiators
- The Claritas Identity Graph and how leveraging its intelligence helps you stand out from your competition
- Claritas' Campaign Delivery Solutions and Methodology, plus how they help you stand out from your competition
- Claritas' Optimize Solutions and Methodology, plus how they help you stand out from your competition
Need more help or want to speak with our Financial Services Team?
CONTACT US