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.

AI Solutions for Marketers

• Resource Portal

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?

• 2024 MMA | CEO & CMO Summit Presentation

• Ai4 Presentation

• MMA Possible 2024 Presentation

• IAB Podcast Upfront Presentation

• Find more on our website!

  • https://claritas.com/resources/

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
• Multi-Touch Attribution

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
• Find more on our website
  • https://claritas.com/claritas-blog/

The Marketing Insider | A Claritas Podcast 

• Follow us on your podcast app of choice!
  • https://claritas.com/claritas-podcast/ 

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
• Clearwater Credit Union - 40% increase in CD balances
• Find more on our website
  • https://claritas.com/case-studies/ 

Reports

• The 2024 U.S. Hispanic Market Report
• Understanding Hispanic Insurance Preferences: A Consumer Insights Report
• Find more on our website
  • https://claritas.com/resources/

Insights

• Overcoming Barriers to AI Adoption in Financial Services
• Find more on our website
  • https://claritas.com/resources/

Webinars

• 2025 Demographic and Cartographic Updates
• 2025 CultureCode Demographics Update Webinar