Financial Services Marketing Analytics

Boost Client Acquisition with AI-Driven Financial Analytics

In the competitive financial services industry, attracting and retaining clients demands precision. Polaris Research’s omnichannel attribution solutions optimize digital campaigns, direct mail, and advisor-driven promotions to maximize ROI. With over 20 years of expertise, our AI-infused Box-Jenkins Transfer Function time-series modeling delivers granular insights into what drives client engagement, from wealth management campaigns to regional banking promotions in markets like Chicago or San Francisco.

Why Financial Services Choose Polaris

Our analytics go beyond standard metrics, factoring in brand trust, economic trends, and regional market dynamics to craft strategies that resonate with high-value clients. We track how marketing effects build or decay, ensuring campaigns for credit cards, loans, or investment services deliver measurable results. Unlike competitors using outdated methods, Polaris provides actionable recommendations to increase client acquisition and retention, whether targeting affluent demographics or expanding branch networks.

Key Benefits for Financial Services Marketing

  • Granular Insights: Analyze performance by DMA, branch, product, or client segment.

  • Optimized Campaigns: Maximize ROI for digital, print, and in-person promotions.

  • Proven Results: Our forecasts are accurate to within 5% of actual over a 12-month period.

1% increase in weekly spend
=
1.3% increase in weekly online deposits

Case Study - Financial Service

Challenge

Quantify the impact of media, interest rates, and competition on online banking total deposits with ability to forecast outcomes given differing planning scenarios.

SOLUTION

Custom omnichannel attribution and optimization model and subscription to Marketing Mix Manager® with built in planning tools. View demo here.

RESULTS

  • The model’s results demonstrated that there was enough media headroom to more than double online deposits in the growing online banking category.

  • A 1% increase in average weekly media spend generates 1.3% increase in weekly deposits over 4-week period.

  • Based on media spend and interest rates, our Marketing Mix Manager® platform forecasted the client’s weekly online total deposits and withdraws to within 5% of actual over a 12-month period.

Ready to Elevate Your Business?

Don't let outdated strategies hold you back. Contact Polaris Research today for a free consultation on the next level of marketing mix modeling and start optimizing your business for real, measurable success. Let's turn your data into dollars!