Financial Services Marketing

Fulcrum helps financial institutions acquire profitable customers, grow their customer relationships, and retain those relationships longer. With robust database technologies, the industry's most advanced analytics, and innovative, proven marketing solutions, Fulcrum has been the long-term partner for success for many leading financial companies.

Amid the turmoil that has shaken the financial sector and wider economy in recent years, Fulcrum has been helping financial services optimize their budgets by creating, and executing marketing programs which target and nurture profitable customer relationships. Our analyses have proven that customer optimization can be accelerated by a series of Fulcrum marketing programs that sell the right product offer to the right customer at the right time within the right channel. Our marketing solutions provide measurable and sustained increases in profits without exposing the institution to heightened risk.

Fulcrum builds models and designs marketing programs based upon longitudinal metrics and considers the entire customer lifecycle value and potential. Therefore, our customer acquisition programs and targeting models leads to more efficient/optimum cross-sell and our cross-sell program and targeting models optimizes customer retention and loyalty. All of this is done while obtaining or exceeding product /company volume and balance goals. To learn how our information-driven marketing programs will drive new levels of engagement and profitability, call or email us today.

Customer Acquisition

Fulcrum offers highly effective acquisition programs that deliver high-value customers and that can reduce the cost of acquisition considerably. Learn more...

Cross-Sell Optimization

Fulcrum is leading financial institutions to build the value of their customer portfolio. We've pioneered analytical tools and marketing programs that build deeper, more profitable relationships from initial on-boarding through account maturity. Learn more...

Trans-Promotional Marketing

Taking an integrated approach to managing customers is critical to maximizing value. Fulcrum is one of the leaders in leveraging advanced analytics, CRM, and cross-channel marketing to deliver highly effective trans-promotional marketing programs. Learn more...

Incremental Modeling

Don't be satisfied with not knowing the incremental impact of your direct marketing. Fulcrum is a pioneer in the development, implementation and measurement of incremental models for Financial Services companies. Learn more...