Marketing Analytics


For Community Banks, Credit Unions and Financial Institutions focused on growth, the adoption and deployment of Predictive Models to support marketing programs is a cost-effective, data-driven process to help these institutions achieve their strategic marketing objectives.

Our Marketing Analytics Services introduce a data-driven approach to identify the drivers of profitability, improved loyalty and increases in profitability with benefits and results across several areas:

  • UNDERSTAND CUSTOMERS AND MARKETS BETTER: Development of Targeted Customer Acquisition and Market Segmentation Models to help financial institutions improve the effectiveness of their marketing programs with improved customer targeting programs, offers, products and relevant communications.
  • INCREASE SALES AND PROFITABILITY: Deployment of Predictive Models to identify the mix of products and banking services most likely to address the needs of different segments to improve loyalty and cross-sell opportunities.
  • REDUCE CUSTOMER ATTRITION: Achieve significant reductions in customer defections with predictive models that proactively identify customers most likely to defect to competitors in the market.
  • IMPROVE CUSTOMER LOYALTY: Support the ongoing development and introduction of new services and products that address the evolving banking and financial needs of customers in their markets.

Our Marketing Analytic Services are designed on a flexible ‘Test and Learn’ process that enables financial institutions to test the effectiveness of different marketing programs, product offerings, price promotions to identify and learn from those that yield the highest customer acceptance and response rates.

Contact us at your convenience to learn more about how Marketing Analytic Services can contribute to improvements in the ROI of your marketing programs.

Credit Risk Analytics

Leverage Credit Risk Scorecards to identify loan ‘red flags’, reduce losses and grow profits.

Deposit Profitability Modeling

Predictive Models to forecast the stability and profitability of deposit levels across time.

Capital Adequacy

Know the Capital Reserve requirements needed to survive unexpected credit losses.

ALM Modeling

Measure the impact of changes in interest rates on NII, NEV, capital adequacy and profitability.