Blog - Insurance & Wealth Management

In part eight of the Talking Personalization series, we discuss the insurance and wealth management industry with Aaron Tellier, SVP, General Manager - Insurance Wealth Management at Merkle.

Insurance companies are facing a growing challenge in retaining their customers. This post will dive into four key tips to build loyalty within the Insurance Industry.

How are insurance marketers moving the needle and overcoming data challenges? In this blog post, we spoke with Shannon McCarthy, Sr Consultant at Nationwide Financial, and long-time Merkle client, about how Nationwide is leveraging data and analytics to drive relevant communication.

Wealth management firms know first-hand the importance of client relationships to their business and often depend on those relationships to generate referrals.

Whose job is it to ensure insights turn into action? I think a lot of you would probably say, "Well, that's the analytics team." We actually think it's everybody.

Insurance, like many industries, is experiencing tremendous disruption. Here's how marketers are responding.

The amount of data available to health insurance marketers now means that people-based marketing has arrived. Here's an overview of what will separate the brands able to capitalize on this transition from those that won't.

People-based marketing uses data to drive decisions on a personal level. What does that mean for health insurance marketers? Learn more in our video.