Financial Services
Featured Offerings
Personas
Value Proposition Canvases
Message Mapping & Journeys
Personalization at Scale
Going Beyond Demographics
Personas
Deep audience understanding is the foundation for creating relevant experiences. Especially in the financial services space, where audiences–from consumer to commercial to the variety of financial professional audiences–have starkly different needs. Rooted in research, personas provide a detailed, actionable understanding of audience needs, motivations, pains and gains, and preferences.
Uncover Your Product’s Potential
Value Proposition Canvases
Through market research and in-depth customer insights, we identify untapped opportunities to uniquely position your products to drive relevancy for your target audiences. We meticulously dissect your core values, benefits, and unique differentiators, translating them into a cohesive narrative that resonates with your target audiences. As a result, your insurance, wealth management, or payments firm will be equipped to seize untapped opportunities and foster enduring client relationship.
Navigating the Landscape
Message Mapping and Journeys Redefined
By comprehensively analyzing touchpoints and interactions along your audience’s journey with your brand, we identify the moments that matter, and optimize each step to create a frictionless, unforgettable journey.
Transforming Financial Services Marketing
Personalization at Scale
Using data to create personalized messages and targeting those messages via relevant channels can create meaningful, personalized experiences for consumers. Transforming large-scale marketing into individualized conversations, we ensure every interaction builds lasting relationships and drives measurable value.
Results
Personalized emails sent per month
Views on YouTube videos
Production time cut in half as a result of automating processes
Our Clients Include
Work With an Agency That’s Built Different
MERGE is built different to deliver storytelling through technology. Let’s talk about how a human approach to data-driven marketing can elevate your brand, captivate customers, and change lives.
Our Leadership
Explore Our Services
Our Latest Insights
Thought leadership from MERGE's subject matter experts.