Make every touchpoint better and more valuable, both for the consumer and your institution

Financial services is a high-consideration category, especially when someone is looking for a new institution that can grow with them, provide wellness and security as they go through the stages of life. We can help you find people that are a good fit for your institution, and create connected experiences that deepen relationships, ultimately creating a long-lasting mutually beneficial relationship.


Americans take out $51 billion in auto loans each month
1 in 7
New checking account customers were influenced by direct mail from their financial institution
More in wallet share, new business and loyalty for banks that deliver experiences that meet the changing needs of customers

Source: LendingTree, The Financial Brand, Gallup
“If financial institutions don’t think deeper than just marketing campaign goals and embrace what matters most to consumers, they will be left behind. Because consumers just don’t prefer responsible companies, they look for them.”

Nicole Machado

Vice President of Product Management, Card Solutions

Create and cultivate meaningful customer relationships

74% of consumers surveyed will switch providers after a poor contact center experience

Source: CallMiner Churn Index, May, 11, 2020

Survey Report

2022 TrendWatch: Top 5 Financial Services Marketing Trends

We asked 444 financial services professionals from banks and credit unions and nearly 7,000 consumers about their goals, priorities, expectations and experiences, from check ordering to online and mobile banking to privacy. Vericast experts discovered critical gaps in five key banking trends that are transforming the industry.