Cashing in on smarter customer interactions

Case Study


In the highly competitive banking industry, regional banks face enormous challenges. Without huge marketing budgets, regional banks must adapt to relevant customer needs quickly and cost-effectively. Our regional bank client needed a customer-centric strategy—integrating all key channels, leveraging personalization—to get customers, keep customers, and boost their bottom line.


We developed and executed a lifecycle engagement program across nine different channels—identifying opportunities within the client's customer base, predicting each customer’s behaviors, and developing content and creative relevant to their specific needs. All communications were managed for a relevant, consistent experience at each interaction point.

The development and execution of this holistic program was one of the quickest turnarounds in our history, reaching unprecedented results within 3-4 months of launch. After just one year, it has already exceeded expectations, specifically for retention.

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