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$YCLE® Premier, segmentation built especially for financial marketers
- Deliver multichannel campaigns when and where people want to be engaged
- Optimize your campaigns so you know what's working and can improve what isn't
- Gain insight from the nation's largest, syndicated survey of household insurance product usage
- Gain insights from the nation's largest, syndicated survey of household financial behavior
- Append data to your CRM to better match or extend offers of the right products and services to the right households, based on estimated income
- Estimate the liquid wealth of consumers to determine who is most likely to use your products or services
Videos
Our session with LMCU at The Financial Brand Forum
Lifestyles & Behaviors of Today's Hispanic Consumer Segments
P$YCLE® Premier segment videos
Podcasts and Blogs
- 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
- 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
- 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
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