Using data-driven insights, wealth managers can develop new ways to serve expanding client groups, including women and younger investors. Given the amount of money at stake and dissatisfaction with current offerings, this is a significant opportunity.
When this Maine bank wanted to see big results, they turned to Pannos to give their brand a refresh. By leaning into local and focusing on their customers’ real aspirations and dreams, Pannos and Franklin Savings Bank created a campaign that sent checking acquisitions through the roof!
A majority of consumers are turning to artificial intelligence for financial advice as they struggle to keep pace with inflation, according to a new survey by J.D. Power.
Join us this October for Hocus Focus: Sharpen Your Marketing with Data That Works. Hear from financial marketers who will share practical tips for cutting through messy data, personalizing content, & launching creative campaigns that convert. Walk away with practical ideas you can use before year-end to make budget season a little less scary.