Who will they choose to secure their financial future?
Get the data you need to know for banking, investments and insurance marketing
No doubt, financial services leaders have robust first-party data. But complex market conditions, emerging competitors and the demand for more personalized experiences requires marketers to know more. Resonate Financial Services data provides psychographics, intent, sentiment, and more, even the personal values and motivations that drive today’s consumer decisions about who they bank or invest with and who they trust to serve their insurance needs.
Ignite your acquisition, upsell & retention marketing efforts with unparalleled consumer data for the financial services industry
Resonate Banking offers over 200+ attributes across our intent plus psychographics data set to identify and target bankers who are currently using a competitor and looking to switch, why they are looking to switch, and what they value in their daily life that causes these decisions.
Resonate Investments offers over 300+ attributes across our intent plus psychographics data set to identify potential prospects who are looking for a specific type of investment firm, I.e., self-invested or via advisor, why they are interested in this type of firm, and what they value in their daily life or via a life event that causes these decisions.
Resonate Insurance offers over 200+ attributes across our intent plus psychographics data set to identify and target consumers who are currently using a competitor and looking to switch, why they are looking to switch, and what they value in their daily life that causes these decisions.
Financial services marketing resources
State of the Consumer 2023
Deep dive into 2023 consumer data that drives performance.Download
How to Reach the American Consumer in 2023
How US consumers are responding to the world today (and how it affects their purchasing behavior!).View Now
[Infographic] 2023 Insurance Switchers
Knowing which consumers are considering switching gives you the opportunity to acquire new customers and keep your current ones.View Infographic
Related blog posts
- More Data isn’t Always Better, but Better Data is
- State of the Consumer: How Do the Personal Values of the Overextended, Influenced, and Activists Differ?
- Reveal the Human Element of Consumers to Accelerate Growth in 2023
- “CorpSumers” are Voting with Their Wallets
- 5 Insights on Bank Switchers with an Eye on Digital Banking
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AI-powered data provides a powerful understanding of your customers that improves marketing performance throughout the lifecycle. Connect with us to learn more.