three employees analyzing financial data

Be the bank people want to work with.

Do more than offer the basic services people need. Give consumers what they really want. We’ll help you differentiate your brand and personalize your approach, so you can attract loyal customers and deliver a banking experience that exceeds their expectations.

Take a fresh approach to acquisition.

As banking becomes commoditized, it’s not enough to have a branch on the corner. Your bank has to create a targeted, strategic and personalized approach that stands out in the market. One that takes a cue from your best customers to bring in new ones.

Use our proven data and behavioral science approach to identify the customers with the highest potential value, reach them with impactful messaging and bring them into a loyal banking relationship. Together, we’ll take customers from their initial deposit into a valuable, diversified portfolio.

Woman paying with her credit card for online shopping.
older woman analyzing data with a financial employee

Enhance your customer experience.

The real value in your financial services brand goes beyond interest rates – it’s in the way you serve your customers. Maritz Motivation works with you to build a banking experience that connects with people, meeting their needs and exceeding their expectations.

We use behavioral and data science to help you understand your customers, so you can treat them the way they expect to be treated. You’ll be able to send messages that matter to them and reward them in a way that builds loyalty. All so you can foster financial relationships that offer greater returns.

smiling older woman doing her taxes with a finance employee

Satisfied employees create satisfied customers.

Despite the growth of digital banking, financial institutions will always rely on employees to address customers’ needs. Your staff’s commitment ensures shorter wait times, stronger fraud protection, streamlined services and even a friendly smile in the local branch.

Employees ensure that your customers are happy, but only when the employees themselves are happy. That’s why we work to help your business create and maintain a skilled, engaged workforce.

How One Client Uses Data Science to Increase Redemption.

A financial institution was trying to raise the level of enthusiasm their clients had for their loyalty program. In the past, they’d sent several email campaigns about the program, but these messages weren’t having an impact on engagement.

By leveraging data science, we were able to work with them to segment their customers in order to create more targeted messaging, resulting in a 12% increase in redemption overall.

2 customers shaking hands with a consulting partner

Choose the right partner.

Understanding employee motivation, customer loyalty and market trends helps us build a strategy that helps your bank stand out. In fact, we’ve been applying groundbreaking behavioral and data science to build relationships – and revenue – in the financial services industry for decades. Use our expertise to engage your employees, increase customer acquisition, drive cross-product adoption, encourage referrals and support retention.

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Success From Our Financial Services Clients.

Grow Program Traffic
See The Power of Recognition
Increase Rewards Redemption

Targeted Messages Lead to 138% Growth in Program Traffic

A financial services company knew the key to attracting customers in a crowded marketplace was an exciting loyalty program that offered participants exclusive rewards for using their products and services. But keeping program members engaged proved to be challenging.

Learn how we helped generate program awareness by using data and behavioral science to capture customers’ attention and spark action.

Read The Results
male business man with glasses smiling while holding a laptop

Financial Institution Proves The Power of Recognition

Our financial services client wanted to enhance their employee experience by improving their recognition program to better reinforce company values. They knew an unparalleled employee experience was the key to attracting and retaining top employees, but they couldn’t afford for another program to fail.

Read how we used ROI modeling to measure the impact of their employee recognition program.

Read The Results
financial services employee smiling with arms crossed

Targeted Messages Lead to 12% Increase in Redemption

Our financial services client was excited about their loyalty program, but their customers didn’t share the same enthusiasm. Program emails sent to their customers showcased various rewards options, but these messages weren’t making a big enough impact.

We applied data science to enhance their program communications and boost rewards redemption by 12%.

Read The Results
female business woman smiling with her arms crossed
Young couple shaking hands with a finance employee

We’re invested in your success.

Let’s work together to build value into your bank’s brand. Connect with our team to learn how we can build a partnership.