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

[Guide] AI-Based Segmentation

Learn the different types of segmentation and how to get real, measurable results.

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Marketing to Multicultural Audiences

Drive revenue with insights to further individuality, representation, and authenticity.

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80% increase in website visitors
30% increase in digital revenue YoY
59% decrease in CPA

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Resonate’s easy-to-use consumer insights platform is ready to go for your team. It’s time to gain a deeper understanding of your customers and your competitor’s customers.

Questions?
Sales: 855-855-4320