Banks and credit unions are sitting on a goldmine of data—so why aren’t they using it to drive real growth in their marketing motions?

Too often, financial institutions collect massive amounts of customer insights but struggle to turn them into personalized marketing strategies that actually convert. The key isn’t just having data—it’s knowing how to use it.

In this episode, we sit down with Phillip Bosley, Founder & CEO of Tactical Marketing Automation, to break down the roadblocks keeping banks and credit unions from leveraging their data effectively.

We cover the following in this podcast episode:

✅ The biggest segmentation mistakes that lead to disengaged customers

✅ How automation bridges the gap between insights and action

✅ The brutally honest marketing truths financial institutions need to hear

If you’re ready to stop letting valuable data collect dust and start using it to build smarter, more profitable marketing campaigns, this episode is for you. 

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