Skip to main content

Episode 24: The Evolving Role of Data in Financial Services Marketing

Matt Spiegel and Patrick White join the podcast this month to discuss the ongoing transformation of marketing strategies and operations.

Josh kicks things off by remarking on the lack of financial advertising in this year’s Super Bowl; Matt discusses how financial services marketers should be connecting brand and performance data for more precise results; and Craig and Patrick discuss the opportunity costs of disconnected datasets, including deterministic versus probabilistic data matching.

Plus, Josh details some surprising marketing solicitations he’s received from his bank; Patrick describes three things lenders can focus on to ensure they’re maximizing their customer insights; and Matt shares marketing tactics financial organizations should consider that can be achieved on any budget. 

For questions or to suggest an episode topic, please email

The information discussed in this podcast constitutes the opinion of TransUnion, and TransUnion shall have no liability for any actions taken based upon the content of this podcast.

Do you have questions? Our team is ready to help.