Financial Services

The financial services industry is filled with rules and regulations, so it can be challenging to find an infrastructure that encourages digital strategy. However, the opportunities provided by technology tools are exponentially growing, and implementing strategies that focus on optimizing the evolving technology will create efficient solutions for a number of identified challenges.

Couch & Associates has helped clients in the financial services industry build sophisticated strategies that have been focusing on improving customer experience and company productivity. We have had the opportunity to work with financial institutions from insurance to investment banking, at all stages of their business development, and our results have established our expertise in targeted messaging campaigns, customer acquisition and retention strategies.

Our clients continue to see success in:

- Making Data Actionable
- Tracking Goals
- Mapping Relationships
- Social Media Integrations
- Compliance and Regulatory Requirements

We help our clients improve their customer insight by more efficient data segmentation and demographical analysis. Our services include the enablement of personalized email campaigns, subscription services, SEO landing pages and microsites, service presentations, any other print and web publications, and many more. We help provide a transition from unspecified marketing campaigns to specific strategies that focus on building off of customer insight.

Download our latest guide:

Account Based Marketing

A Marketing Guide for Large Revenue Businesses

At Couch & Associates there is no prescriptive way to do things.


We are not preoccupied with generic click-through rates and meaningless analytics. We analyze relevant data, and convert it into business insights that will change your business.

Our team of in-house architects, developers, and business analysts can manage all types of data-sets, the most customized integrations, and the most complex of data models.

Whether you need to increase revenue, reduce costs, mitigate risks—or do all of these things in tandem, we can help you.