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Disruptive Marketing Trends in Financial Services
Presented by Will Bordelon, Executive Vice President, Vertical Markets at Merkle, Inc.
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Trends in Banking• Millennials are now the largest demographic, and they behave very differently
• All consumers are shifting how they research, shop, and buy
• As household acquisition channels evolve, we are challenged in understanding the customer and matching products and services
• “Disruptors” are providing alternative offerings
Watch this presentation in Merkle’s Performance Marketing for Financial Services
video series.
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Trends in Cards and Payments• The card market is back—as is competition for cards and balances
• Retooling of competitive capability sets: Direct Mail Digital
• Millennials aren’t taking up credit cards like previous generations
• Mobile wallet impacting card “visibility” and rotation
Watch this presentation in Merkle’s Performance Marketing for Financial Services
video series.
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Trends in Consumer Finance
• Mortgage interest rates rising and purchased mortgage on the rise
• Unsecured consumer lending on the rise
• Consumers’ research and purchase habits shifting
• Alternative “Fintech” lenders are taking share
Watch this presentation in Merkle’s Performance Marketing for Financial Services
video series.
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Trends in Wealth Management• The participant experience is becoming part of the product and
battlefield for differentiation
• Established players are investing in experience-based technology
• Online players are extending the in-person advice offering
Watch this presentation in Merkle’s Performance Marketing for Financial Services
video series.
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Trends in Insurance• Insurance advertising (already one of the biggest advertising categories) is
increasing across media
• Extending use of digital media and channelsto reach new customer populations
• The “internet of things” is driving product and experience innovation
Watch this presentation in Merkle’s Performance Marketing for Financial Services
video series.
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The “Disruptors”Wealth
ManagementConsumer
Finance Payments Banking Insurance
Watch this presentation in Merkle’s Performance Marketing for Financial Services
video series.
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Accenture Predicts a Bumpy Ride
Watch this presentation in Merkle’s Performance Marketing for Financial Services
video series.
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Watch this presentation in Merkle’s Performance Marketing for Financial Services video series
Get up to speed on how the industry's top-performing financial services brands are using addressable audience platforms to see great results with Real World Success with Performance Marketing. There are five presentations, each taking an in-depth look at how one brand celebrated huge wins:
• Video 1: Disruptive Marketing Trends in Financial Services
• Video 2: Transforming to Compete in the Age of the “Always Addressable Customer”—From vision to reality
• Video 3: Go Your Own Way: The many paths to addressable marketing
• Video 4: Turning Execution into Impact• Video 5: Institutionalizing the Addressable
Advantage