How To Outperform Your Competitors In 3 $teps

In this session at the 2025 Financial Brand Forum, data-driven marketing provider Claritas and First Service Credit Union show, in three steps, how to leverage unique data insights to find your best prospects, improve marketing execution, and deliver ROI superior to that of your financial services competitors.

Told through the lens of a case study, expect to become acquainted with Claritas P$YCLE® Premier financial segmentation, which has been proven a core driver of success for financial institutions (FIs) of all sizes. Understand how this data can inform your marketing strategy – from audience optimizations to campaign messaging and channel selection, to recognizing “next best” offers and identifying product and service gaps, known at Claritas as Identify, Deliver, and Optimize.

VP of Financial Services at Claritas, Michael Scicolone, and COO of First Service, Nolan Waltman, will also dive into accurate measurement and attribution, an overlooked component of a full-spectrum marketing campaign. And, as a bonus, they’ll highlight the very real challenges FI marketers face when working with third-party partners or providers and share tips for overcoming them before they overtake your strategy.