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Finance & Banking

Finance & Banking

Matters Group and our partners have extensive experience with financial and retail banking marketing program management. Today’s financial services customers are savvier, they do their research and aren’t looking for “$100 to open a checking account” messaging. They want to know the institution’s values align with theirs and they expect financial brands to be digital-first. 

The financial sector isn’t always viewed as the most cutting edge but the reality is different. Being in a heavily regulated industry has its burdens but from Wall Street to regionals, investments are being made in digital technology to better connect with and serve customers. 

Artificial intelligence and machine learning are making headway in bank operations. Whether it’s improved fraud prevention, streamlined application reviews, or developing new products, the financial sector is adopting technology quickly. Consumers have changed as well. The retail brand is no longer the consumer's primary touchpoint nor are ATMs. Consumers now expect a bank to deliver a full suite of services to both mobile and desktop devices. 

Our team has serviced multiple financial institutions with a variety of services to efficiently acquire customers, identify risks, and streamline operations. 

eBook - An introduction to AI for marketing challenges

2019 cannabis brand attitudes report and playbook 800x977 768x938This eBook is intended to spark your thinking about how Artificial Intelligence (AI) might be applied to marketing challenges your organization faces.

Learn about key AI technologies, use cases, and our secret weapon; Latent Effects Modeling

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Case Studies

Case Study - Liquid Planner

Case Study - Liquid Planner

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Case Study - Banner Bank

Case Study - Banner Bank

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Case Study - Expedition Trips

Case Study - Expedition Trips

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Case Study - Banana Brothers

Case Study - Banana Brothers

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Case Study - UC4

Case Study - UC4

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Case Study - Vigor Industrial

Case Study - Vigor Industrial

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Case Study - Blue Cross Blue Shield

Case Study - Blue Cross Blue Shield

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Case Study - Krusteaz

Case Study - Krusteaz

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