Financial Services Marketing

Meet people's true financial needs.

There are key moments when consumers will need to make a change to their personal finances. Build meaningful connections and be their ideal pick when the time comes.

consumer data on consumers and personal finances
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custom model for mover marketing
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Financial choices are about way more than money.

Are your ideal customers getting married and need a new joint account? Having a baby and looking for better life insurance? Moving to a bigger house and getting a mortgage?

Speedeon’s financial services marketing and consumer data help you understand the lives of customers and prospects. Connect with them, their goals, and their needs. 

  • Be top of mind when they are ready to make a move
  • Become their most convenient financial choice
  • Bridge the gap between where they are today and where they are going

Win the age of digital transformation with top consumer data.

From driving deposits to gaining new account holders or lenders, we stay laser-focused on driving outcomes for financial services leaders. Speedeon partners with providers of all sizes to ensure their marketing drives conversions. 

Grow wallet share by activating data for more effective cross-channel financial services marketing. 

Right Person
predictive modeling for connecting to the right person

Together we can create custom, predictive audiences.

Right Offer
direct mail marketing to customer

End-to-end, our team can manage campaigns to make sure the right offers reach your target audience.

Right Time
marketing data analysis on customer online behavior

We capture in-market moments, from life events to digital behavior.

Opportunity is here. Be ready to grab it.

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10x

higher response rate with life-event triggers than traditionally timed campaigns.

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70%

of newly married couples combine finances.

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71%

of mortgage journeys start out as informational, without a particular loan type in mind.