Unlocking customer insights at scale: How leading financial institutions achieve precise customer segmentation
Published 24th Sep 2025
News and Events
As financial institutions move toward digital-first experiences, the pressure to deliver precise, personalized marketing has never been greater. Success isn’t just about visibility; it’s about connecting with the right clients, at the right time.
For a leading U.S. institution with 30M+ customers, traditional segmentation wasn’t enough. By leveraging household-level income and asset data through Powerlytics, they created a three-tier framework that uncovers opportunities, strengthens loyalty, and drives growth.
In our latest PDF, discover how smarter segmentation helps institutions engage clients more effectively — without adding friction or extra steps.
