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Podcast: Mastering customer acquisition with data insights

Jan 23, 2024
By: Robert H. Zondag, Michelle Joseph
Financial Institutions

Effective customer acquisition is vital to driving growth in today’s dynamic market. But reaching — and keeping — new customers may require your financial institution to understand how you can expand beyond your usual marketing channels and leverage data to drive success.

In this episode of Bank on Wipfli, special guest Nicky Senyard, CEO and founder of Fintel Connect, joins host Robert Zondag and Wipfli’s Michelle Joseph for a look at the different strategies and metrics you can use to optimize customer acquisitions.

Listen in as they discuss:

  • The distinction between brand and acquisition marketing strategies.
  • Key metrics for measuring customer acquisition and optimizing marketing efforts.
  • Different marketing channel strategies and what data indicates success in each channel.

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Robert H. Zondag, CTP
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Michelle Joseph, MBA
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