Financial Services

Delivering personalized experiences to acquire and retain new customers 

Merkle’s Financial Services practice helps clients navigate the constant evolution of regulations, markets, technology, and customer behaviors, to provide steady growth in customer acquisition, retention, and value.

Latest Thought Leadership

Household Loan Engine

We effectively optimized what product and offers to serve to households, substantially improving marketing ROI for a banking client.

Financial Services Industry News

We stay up on news and trends to keep you informed of new opportunities and potential threats to business.

Our Solutions

Expertise in Performance Marketing to identify high value prospects to acquire, develop targeted strategies to move consumers from consideration to purchase, and enhance customer value.

Our Retail Bank Marketing Solutions »

Merkle excels in strategies and tactic implementation to help you acquire, activate, and retain mortgage and consumer lending customers both online and offline.

Our Consumer Lending Marketing Solutions »

Merkle provides clients with unmatched expertise in the Payments category, including sourcing the right prospects, reaching your targets in every addressable channel on any device, driving action with performance creative and insightful analytics.

Our Payments and Credit Card Marketing Solutions »

Cost effective acquisition, client engagement, cross-sell, and retention continue to challenge online brokers, wirehouses, asset management companies, and broker/dealers. Merkle can help.

Our Wealth Management Marketing Solutions »

Our Clients

First National Bank of Omaha
Visa
Citi Bank
PNC
Bank of America
Canadian Tire Financial Services
Wells Fargo
KeyBank
Citizens Bank
TD Bank
Fifth Third Bank
Ally
Regions

The Rise of the Platform Marketer

Our latest book covers the landscape of digital audience platforms, extensive customer data, and high-powered marketing technology that creates an incredible opportunity for marketers.

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Meet the Financial Services Team

Having built their careers in leading firms such as Bank of America, Fidelity Investments, Capital One, Chase Bank, The Lending Tree, and Wells Fargo, our core team has deep financial services marketing experience on both the agency and client side of banking, wealth management, cards and payments, and consumer finance. This industry expertise, combined with Merkle’s world-class performance marketing capabilities (data and analytics, marketing and digital technology), enables our clients to benefit from industry-level solutions that support the delivery of personalized consumer experiences.