Epsilon Logo
  • Platform

    • PeopleCloud

    Capabilities

    • Identity resolution
    • Artificial intelligence
    • Intelligent creative
    • Connected marketing

    Products

    • Digital media
    • Data clean room
    • Customer data platform
    • Loyalty platform
    • Consumer marketing data
    • Strategic services
    • Retail media
    • Website personalization
    • All products >
  • By use case

    • Unify & cleanse your first-party data
    • Identify high value customers
    • Connect messages across paid & owned
    • Increase customer loyalty & retention
    • Personalize media across channels
    • Acquire new customers
    • All use cases >

    By channel

    • Display
    • Connected TV
    • Email
    • Audio
    • Online video

    By function

    • Partners
    • Publishers
    • All resources
    • Research & insights
    • Case studies
    • Blog
    • News
    • About us
    • Culture
    • Pressroom
  • Careers
  • AdChoices
  • Platform

    • PeopleCloud
  • Products

    • Digital media
    • Data clean room
    • Customer data platform
    • Loyalty platform
    • Consumer marketing data
    • Strategic services
    • Retail media
    • Website personalization
    • Automotive marketing
    • All products
  • Capabilities

    • Identity resolution
    • Artificial intelligence
    • Intelligent creative
    • Connected marketing
  • Industries

    • Consumer packaged goods
    • Financial services
    • Health
    • Restaurants
    • Retail
    • Travel
    • Tourism
    • Nonprofits
    • Telecom, media & entertainment
    • All industries
  • Channels

    • Display
    • Connected TV
    • Email
    • Audio
    • Online video
  • Resources

    • All resources
    • Research & insights
    • Case studies
    • Blog
    • News
  • Use cases

    • Unify & cleanse your first-party data
    • Connect messages across paid & owned
    • Identify high value customers
    • Acquire new customers
    • Increase customer loyalty & retention
    • Personalize media across channels
    • All use cases
  • About

    • About us
    • Culture
    • Pressroom
    • Locations
    • Careers
    • Awards & recognition
  • Functions

    • Partners
    • Publishers
  • Learn

    • Customer loyalty strategy
    • Connected TV
    • Programmatic advertising
    • Data clean room
Consumer Info 
Privacy Policy 
Terms & Conditions 
AdChoices 
Your Privacy Choices 
Privacy Settings 
©2026 Epsilon Data Management, LLC. All rights reserved. All names and logos are trademarks or registered trademarks of their respective owners.
  1. Homepage
  2. Resources
  3. Research & insights
  4. From personalization to profits in banking
Video

From personalization to profits in banking

Watch now

What could you do if you understood your customers better?

Consumers crave integrated experiences from the brands they trust, including from their financial institutions. Banks and credit unions can develop deep connections with their customers and leverage insights to create intuitive experiences.

To do this, financial institutions need to build a data infrastructure with analytics capabilities to understand the entire customer journey. Personalization is essential and data opens the door to a differentiated value exchange with consumers in real-time.

Jim Stapleton, senior vice president at Epsilon, sat down with Jim Marous, co-publisher of The Financial Brand and host of the Financial Brand Banking Podcast to discuss how banks and credit unions can understand their customers' behavior better to strengthen relationships.

Topics:Digital MediaFinancial ServicesCustomer ExperienceIdentity

Get insights straight to your inbox.

Sign up for the Epsilon Insider newsletter and receive the latest marketing trends and insights from the industry's top experts.

Privacy Policy. You may withdraw your consent at any time. For more details see our Privacy Policy or update your Preferences.

Insights

Related Posts

A woman looks at her phone against a backdrop of colorful neon lights.
Blog
Data clean room vs. data warehouse: What's the difference and why you need both
Learn more
Smiling woman in glasses and purple jacket next to the text "The identity gap is real." and an E-shaped logo.
Video
The Real Deal on identity's impact
Learn more
Two smiling women relaxing on a couch, one looking at a phone, the other holding a TV remote.
Blog
CTV vs. linear TV: The decision framework for today's media planner
Learn more
Explore more insights