Claritas Resources for Financial Services Marketers

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

• Deploy highly targeted offers to pre-approved prospects who meet the credit criteria for the product being offered with pre-screen email campaigns
• 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

Videos

Our session with LMCU at The Financial Brand Forum

Podcasts and Blogs

• 3 Pillars of Financial Institution Success
• Hitting the Mark with Podcast Advertising
• Turn "Trending" Insurance Industry Challenges Into New Opportunity
• Hold on to Depositors and Capture More
• The Marketing Insider | A Claritas Podcast - Audiences, Activation, and Acquisition 
• The Marketing Insider | A Claritas Podcast - Financially Empower Your Financial Institution
• Beyond the Episode: Financial Empower Your Financial Institution
• Blog: Is Fair Lending Fear Holding Your Business Back
• The Marketing Insider | A Claritas Podcast - Finance Industry Segmentation & Fair Lending
• 10 Questions To Ask Before Incorporating Email Into Your Marketing Plan

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

Insights

• AI Barriers & Solutions for Financial Institutions
• The 2023 Insurance Report
• Wealth Management Industry Insights
• 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
• 2023 Technology Report - insights into how income impacts tech behaviors
• Are you marketing the right savings and deposit products?
• Data insights, trends, and use cases in home and auto insurance
• The 2022 U.S. Hispanic Market Report