Insurance and Wealth Management

Merkle helps insurance, wealth management and healthcare leaders attract and cultivate relationships with the best target customers.

Though insurance marketing and wealth management marketing are fundamentally different, they share the following common attributes:

  • Long consumer decision cycles
  • Critical, but often deferred, consumer needs
  • High-costs and often low immediate tangible benefits (the gratification of one-click Amazon Prime orders and overnight delivery don’t apply)
  • Complex channel issues that often involve brokers and agents

We help companies embrace a Connected CRM (cCRM)® approach to create market advantage that yields a profound impact on key performance indicators. The combined use of big data, analytic insights, marketing technology, and tactics—deployed across offline and online marketing channels marketing channels—enables these leaders to target, engage, convert, retain, and grow relationships with desired customers.

Our 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.

Today’s consumers are engaging across all distribution channels.Is your digital media portfolio delivering scalable, personalized messages that help convert and retain your target audience?

The Affordable Care Act forever changed the healthcare market. Merkle can optimize acquisition and retention efforts with data, analytics, technology, and campaign execution across all channels.

Our Clients

The Hartford
Globe Life
New York Life
Tianping Auto Insurance
Protective Life
GMAC Insurance
Regence BCBS
Gerber Life Insurance Company

Our Team

With nearly 150 years of insurance, wealth management, and healthcare industry experience — on the both the agency and client side — our team truly understands the challenges you face and has the ability to help you produce better results.

Ready to master the addressable customer experience?

Download Marketing Imperatives