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Blog - Wealth Management

Latest Posts

Marketing Insights: Wealth Management

In this 2015 edition of Marketing Insights Wealth Management, we examine the change in one of the most attractive sectors within financial services. Investments and wealth management offerings are essential to attracting and retaining high-quality, profitable retail bank customers.

Email: A Force Multiplier for Response

Merkle has a wide array of performance marketing strategies and tactics at its disposal to drive response. Often these techniques use cutting-edge digital technologies or modeling techniques, and sometimes both. But just as often, we find that low-tech approaches can generate response magic too.