top of page
colorful chess board and pieces


Focus on Personalization to Improve Marketing ROI and Gain Loyalty

Delivering Good Marketing is Never Easy

With access to vast arrays of data, new MarTech innovations, and higher consumer expectations, a marketer’s job is only becoming more sophisticated.  We’re all suffocating in the details and some of us are struggling with direction. To help alleviate some of this pressure, we’ve curated a list of questions and thoughts to help you ‘reset’ with a bit of grounding – big picture thinking!

Let us help you engage faster, better, and in more personalized ways

Not only are we experts in marketing, we know what it takes to create and implement a successful MarTech strategy for financial services companies. Whether your goals are to enhance the customer onboarding experience, introduce new products or incentives, or expand existing customer portfolios, our team will identify the best path forward.  We have deep experience working with companies like yours across the U.S. and understand the complexity and compliance that comes with marketing your products and services. 


We traded in our passbooks for mobile apps long ago and truly understand your needs and the competitive arena you play in. Let's talk about what makes your situation unique and the challenges you face. 

How Does Your Strategy Stack Up?

Is your data unified across platforms?

A good marketing organization needs to draw from a variety of different sources (e.g. portfolios, transactions, loans, demographics, etc.) to form a complete picture of the customer.  Often companies deploy a Marketing Data Mart (MDM) or leverage a Customer Data Platform (CDP) of some sort to fulfill this need.

Are you able to identify and capture customer preferences? 

Knowing your customers communication preferences is critical to having a valued marketing relationship with them. A profile center to gather and understand things like the preferred types of, frequencies, and channels for communication is a must. Where one customer may see huge value in receiving estate planning offerings, another may see it as spam. 

Do you customize your marketing journeys or send blanket messaging?

In your customer-centric marketing, you should be thinking about things in terms of the individual. To fully embrace this means developing, and constantly optimizing, your consumer personas, customer journeys, and lifecycles.

When was the last time you looked at your end-to-end process for developing marketing content and executing?  

As your marketing evolves so should your marketing processes.  The five steps that historically worked for your direct mail and email may not be the best operational steps for your mobile and social channels. Furthermore, how/where groups like Legal and Compliance want to be included may also change over time with new laws, regulations, etc.

Have you updated your marketing perspective from being product-centric to customer-centric?  

Customers (and prospects, when possible) want to be seen for the sum of their parts and have interactions that seemingly match their individuality. This means having better internal communication between the different business units like Wealth Management and Insurance – breaking down those historical silos and act as a single (unified) entity just as the customer sees you.

Contact Us Form

Contact Us Today!

You can also send us an email at


Thanks for reaching out and being awesome! 
We appreciate you contacting Covalent Marketing. One of our colleagues will get back in touch with you soon!  Have a great day!

bottom of page