Customer Acquisition: Reaching Profitable Younger Prospects with Precise Segmentation and Targeting

Given the continuing competition to attract deposits, it’s not surprising that many regional banks are focused on attracting new customers with the demographic and financial profiles most likely to develop into profitable, long-term relationships – namely, younger, mass affluent households.

Data-driven marketing and asset-based segmentation can help banks reach this younger audience and increase assets under management.

Read this case study to learn how Financial Cohorts asset-based household segmentation helped a regional bank identify and target younger, mass affluent prospects and pursue over $54 billion in potential new assets.

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Finding Value in Low Potential Brokerage Customers
Finding Value in Low Potential Brokerage Customers

600+ Digital Targeting Segments

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