Financial Services

Financial Services
We know today’s customers and how they navigate consideration journeys in the financial services space. Our deep knowledge in payments, insurance, retirement, asset management, and wealth management, combined with our expertise in developing and delivering targeted experiences that drive engagement, helps brands build trusted relationships with audiences. 

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

40M

Personalized emails sent per month

 
154M

Views on YouTube videos

 
50%

Production time cut in half as a result of automating processes

 

Our Clients Include

 

 

AIG logo
American Express
Moody's
 
 
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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

Kate Whitenight EVP, Client Service, Finance

Kate Whitenight

Whitney Hogan VP, Client Service Leader

Whitney Hogan

Nicole Turner | MERGE Managing Director, Consumer & Lifestyle

Nicole Turner

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Our Latest Insights

Thought leadership from MERGE's subject matter experts.