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Financial Services Marketing Solutions

Embrace the opportunity of digital
30 +
World-class clients
40 M+
Financial services customers reached via our programs
200 +
Merkle resources with industry expertise


Banking and consumer finance customers are shifting rapidly to digital services and experiences — reducing the value of a physical location as the key differentiator for financial institutions. Marketers are at the center of this digital transformation, with the opportunity to be the change agent for their organizations. The winners are operating at the next level — moving beyond ‘campaigns’ to ‘always on’ experiences. They know exactly who their best customers are with surgical precision and meet their specific needs in a controlled and measured way.

As a financial services marketer, you are already an expert in delivering highly targeted, direct marketing, from the industry’s decades of mass consumer data analysis and program execution. You may already have ownership of the entire customer experience from media, to the experiences delivered, to the engagement provided once a relationship is developed. This changes the role of marketing within your organization — from a ‘cost center’ supporting LOB objectives to a ‘revenue center’ responsible for the long-term health and value of each customer starting with the first touch.

We help you make the shift to the next era of banking and consumer finance. We have a long history of partnering with leading financial brands to develop and deliver people-based marketing programs — an ability to execute, learn and adjust quickly to tailor around individual life moments. We are differentiated first by our team, with client leadership, strategy, analytic, and technology resources, hand-picked based on our experience and innovation in the industry. Our solutions are grounded in a deep understanding of the complexities related to progress and the safe execution of direct marketing at scale in a highly regulated industry.

Our Clients

Applied Data Finance
Citizens Bank
PayPal Credit

Our Team

EVP, Vertical Lead
VP, Group Account Director/Creative Strategist,
Senior Vice President, Client Partner, Merkle
SVP, Customer Strategy, Financial Services
VP, Customer Strategy
Vice President, Insurance, Wealth and Banking Vertical Lead