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Financial Marketing

Turn Insight Into Action

Target lets you create segments, deploy adaptive offers, and start tracking a campaign in under five minutes with absolutely no assistance from IT. It’s all about using the data from Insight to place the right offer in front of the right account holders at the right time.

Create Segments

Segment by users who have auto loans with your direct competitor, users who pay a certain percentage on a competitor’s mortgage loan, users who log in most frequently, and so on.


Deploy Adaptive Offers

Use in-app notifications, embedded banners, or customized methods to send targeted offers to your account holders.


Track Campaigns In Real Time

You can immediately track how your campaign is performing. No need to bother your IT department or wait for weekly reports. Just log in and look.


Increase Loan Growth

Whereas most financial institutions don’t know what products their account holders have or don’t have, you’ll be fully equipped with Target to share the right offer with the right user at the right time. As a result, you’ll see booming loan growth.

Endless Segment Combinations

Mix and match market segments to fit your needs. Below are some of the possible user segments:

  • Users under 25 who don't have a credit card
  • Users with external mortgage interest rates over 5%
  • Users who primarily log in via a mobile device
  • Users who don’t have direct deposit set up
  • Users who haven’t signed up for money management
  • Users who bank with your direct competitor
  • Users who have set up a budget for investments
  • Users who logged in during the past week
  • Users who have a minimum loan payment above $500
  • Users who live a particular state


These digital offers adapt to your users' interests. Think of Amazon's "Recommended for You" section.



Segmentations in Target keep you informed about who your users are and what they want.



Choosing a user segment and deploying an offer takes less than five minutes.


"You need more tools to be able to find ways to use what you already have–your big data–and move it towards actually doing something with it."

Jim Marous
The Financial Brand


Financial Data Analytics

Insight contains nearly 100 pre-loaded interactive visualizations that show data such as interest rates, engagement, account types and more. It’s the simplest way to understand your users and how to position yourself against your competitors.


Download the Target PDF