Financial Services Behavior Model Marketing
Leveraging your bank's depository relationships into investor relationships is a constant challenge, one in which you're competing with other local banks and every other broker in town and on the Web. Your customers already have their retirement and investment portfolios, and probably manage their accounts online. How can you win these investors?
The answer is to focus on your customers who are looking for new investments and financial relationships. To help you win in today's market, DataMentors offers behavioral models for financial services marketing. Use these models to up-sell and cross-sell your customer base, build customer loyalty, and increase business lift.
Applications include: 
- Market sizing and segmentation
- Prioritizing and targeting customer acquisition campaigns
- Identifying cross-sell opportunities
- Identifying loyalty risks
- Providing objective models for marketing resource allocation
- Improving custom model performance
Users of behavior modeling are able to integrate analysis and tactics in:
- Market analysis: Where are the risks and opportunities?
- Increasing customer loyalty and value: How can loyalty and share of wallet be increased? How can cross-sell targeting be improved?
- Acquiring the best customers in the market: Which competitors' customers are more likely to defect? What products are they most likely to buy?
- Improving marketing ROI: How can marketing resources be better aligned to current opportunities and risks? Which marketing programs can be refocused?
The following article discusses how financial institutions have used this tool to develop highly-targeted and cost-effective marketing: Behavioral Segmentation for Analysis and Targeting in Financial Services Marketing.
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