Financial Services
Featured Offerings
Optimize Brand Value
Craft Distinct Personas
Value Proposition Canvases
Message Mapping & Journeys
Going Beyond Demographics
Crafting Distinct Personas
In today’s competitive landscape, understanding your target is key to successful marketing. With our strategic approach, your insurance, wealth management, or payments brand will connect on a profound level with your potential clients. Let us transform data into meaningful personas, revolutionizing the way you market, and positioning your business for lasting success.
Uncover Your Product’s Potential
Value Proposition Canvases
Our expert strategists collaborate closely with your team to meticulously analyze your target audience, their unique pain points, desires, and aspirations. Through intensive market research and in-depth customer insights, we identify untapped opportunities to uniquely position your products to drive relevancy for your target audiences. As a result, your insurance, wealth management, or payments firm will be equipped to seize untapped opportunities, foster enduring client relationships, and position itself as a leader in the financial industry.
Navigating the Landscape
Message Mapping and Journeys Redefined
Meticulously dissect your core values, benefits, and unique differentiators, translating them into a cohesive narrative that resonates with your target audiences. Through Message Mapping, distill complex financial concepts into relatable stories, making your services more accessible and compelling. Then, our experts delve into the intricate paths your clients undertake – from initial discovery to long-term loyalty. By comprehensively analyzing touchpoints and interactions, we optimize each step to create an unforgettable journey.
Transforming Financial Services Marketing
Personalization at Scale
We meticulously document your target audience's journey, personalizing touchpoints across multiple channels to resonate deeply. This approach includes crafting millions of personalized emails per month that engage customers effectively for a leading global payments company. 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.