Is Everything You Thought You Knew About Your Customers & Members Wrong?

2024 Financial Brand Forum Lunch and Learn | Claritas and Star One Credit Union

Expertly navigating the ever-evolving financial services landscape can prove difficult for even the most seasoned of marketing executives, but having a complete toolkit of data, insights, and resources can help you understand where your greatest risks lie, address them proactively with optimal results, and outperform your competition on all levels.

In Claritas' lunch and learn session with Star One Credit Union at the 2024 Financial Brand Forum, we dived deep into the strategic identification and engagement of high-value customers, members, and prospects through multichannel campaigns. Listeners gained insight into optimizing channel selection and message timing for maximum impact, and uncovered the crucial role of accurate measurement and attribution in gauging campaign effectiveness while ensuring alignment with contemporary marketing best practices.

Claritas' VP of Financial Services, Michael Scicolone primarily highlighted data-driven marketing insights and mapped out a proven successful game plan for overcoming industry hurdles. Star One Credit Union's VP of Marketing, Ryan Barringer, shared how they have expertly navigated and avoided some of the pitfalls their peers have succumbed to, such as utilizing outdated segmentation models, ignoring the wants and needs of the audiences driving growth, or even failing to adapt as financial institutions open to new and evolving audiences and technology.