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Insurance and Wealth Management Marketing Solutions

Personalized experiences for the most personal buying choices
800 +
Employees working with insurance and wealth management clients
700 M
Data records provided to clients for direct mail and email acquisition annually
23 B
Database records processed annually

As the industry shifts

We’re at an exciting crossroads — facing the need to move out of a channel focus and into measuring performance across audiences. This requires a big change in thinking and in working, with one common question being, “Is the investment in personalized experiences worth the return?”

The answer is resoundingly yes. And we help you see that payoff, every step of the way.

Where Merkle Comes in

Merkle manages customer experience at scale. We support insurance and wealth management clients with an energized strategy team and deep experience in assessing your current state, mapping the data and technology requirements that streamline customer experience, and creating personalized content for both prospects and existing customers.

The foundation

  • Building cloud-based data management systems
  • Martech implementation and services
  • Analytics: audience, journey, measurement and reporting, performance
  • Creative and media: experience design, delivery, and optimization

Proven, pre-built industry solutions

  • Insurance, wealth management, and financial services data sets in DataSource proven vaiables critical for modeling and targeting in this industry.
  • Unique applications for agent and advisor intermediated businesses through B2B Connect.


Our Clients

The Hartford
Protective Life Insurance
From the point of drafting contracts all the way to the point of building and executing against a data-driven media strategy, Merkle was fair and honest at all points, brought heavyweight expertise across a wide swath of marketing disciplines, and performed above and beyond every success metric associated with our engagement.
David Fontanez, Former VP Digital Marketing, Fortune 50 Insurer
Merkle drove tangible, sustainable results. They do their homework, and help us strengthen the relationships we have with our clients. Their deep wealth management experience helped us avoid the pain points we encountered with traditional agencies. Their strong strategic recommendations help us create award-winning executions that impact our bottom line.
Sean Ebeling, VP of Marketing, Clearent

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