As the industry shifts
We’re at an exciting crossroads — facing the need to move out of a channel focus and into measuring performance across audiences. This requires a big change in thinking and in working, with one common question being, “Is the investment in personalized experiences worth the return?”
The answer is resoundingly yes. And we help you see that payoff, every step of the way.
Where Merkle Comes in
Merkle manages customer experience at scale. We support insurance and wealth management clients with an energized strategy team and deep experience in assessing your current state, mapping the data and technology requirements that streamline customer experience, and creating personalized content for both prospects and existing customers.
- Building cloud-based data management systems
- Martech implementation and services
- Analytics: audience, journey, measurement and reporting, performance
- Creative and media: experience design, delivery, and optimization
Proven, pre-built industry solutions
- Insurance, wealth management, and financial services data sets in DataSource proven vaiables critical for modeling and targeting in this industry.
- Unique applications for agent and advisor intermediated businesses through B2B Connect.