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

Cards and Population Expansion

We developed and “End-to-End” Database Marketing and Creative Services Solution for a card issuer.

Financial Services Industry News

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

On-Demand Video Series

Hear about leading financial services and insurance executives' successful addressable experience initiatives.

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

Cross Country Home Services
Applied Data Finance
Fifth Third Bank
CAN Capital
CreditOne Bank
First National Bank of Omaha
Canadian Tire Financial Services
Morgan Stanley
Citizens Bank
First Citizens Bank
Nationwide Financial
Wells Fargo
Citi Bank
Social Finance
OneMain Financial
Paypal Credit

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.


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.