Segmentation in the Financial Services Industry

Like most things of value in this world, segmentation is used in a variety of ways by businesses today. Gary Angel, President of Semphonic, and Jennifer Wilson, Senior Product Manager at Webtrends, bring their experience, knowledge, and ideas together in this whitepaper that focuses on common applications of segments in targeting within the financial services industry.

Download the whitepaper and learn about:

  • A framework to develop segments for your Financial Services business.
  • How to leverage those segments for targeting to drive new customer acquisition, cross-sell and up-sell opportunities, and improve customer retention.
  • Some specific segments you should be leveraging for your Financial Services business.

Gary offers practitioner experience from his database marketing roles, along with segmentation and targeting consulting experience working with companies including Visa and American Express.

Jennifer taps into expertise from her role as product Manager where she’s worked with a variety of global Financial Services companies to establish and execute targeting and segmentation programs for driving new customer acquisition, up-selling existing customers, and retaining those customers long term.