Expert Financial Consulting

Strum Platform isn't just a Customer Data Platform. We're a team of financial experts that help our clients activate their data to advance growth strategies, customer experiences and performance.

Professional Services

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Expert financial data analysts and marketing strategists to actionalize data insights and improve customer experiences.

Our fractional data strategists provide expert FI industry insights, crafting data-driven strategies and processes that boost sales, enhance personalization, and track ROI.

Data Strategies

Lifestyle Segmentation & Persona Strategy to Fuel Profitable Growth         

Gain deep insights into target lifestyle growth and retention segments and pinpoint ideal prospect audiences and geographic growth opportunities.

We'll enhance your understanding of consumer preferences and life stage product needs. Using generative AI, scoring algorithms, profitability models, and psychographic insights, we create hyper-targeted audiences to deepen wallet share and expand market share.

Then we build actionable, multi-generational Personas to guide and inform frontline staff, and drive personalized solutions and tailored marketing journeys.

Persona Builder

Market Opportunity Analysis & Branch Optimization Strategy to Grow Market Share

Financial leaders face challenges determining the optimal number of branches and digital investments to drive growth, deliver personal experiences, and attract new clients. Identifying the right markets and target audiences for member acquisition and market share growth is critical. We address these challenges with long-range market growth optimization strategies.

We analyze branch performance, product profitability, peer trends, and market demand to pinpoint your ideal niche growth opportunities.

Our expert real estate strategists work with Realtors to develop a 5-7 year plan to optimize branch closures, relocations, lease renegotiations, and de novo branch openings.

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Our Deposit Strategy optimizes core deposit growth intelligently across generations and product lines.

We identify “opportunity gaps” in deposit penetration and usage and create customized, segment-driven strategies tailored to each generation’s unique needs and behaviors. By maximizing core deposit share of wallet, we help leaders drive sustainable growth and retention while boosting sales performance.

Discovery & Enhanced Database Build
We define your deposit growth goals and challenges through data collection analysis, interviews, and strategy workshops. Then we build a relational analytics database enriched with market demand data, product profitability, and third-party psychographic, demographic, and firmographic data.

Deposit Opportunity Analysis
With this enriched database, we uncover generational segment insights, model deposit opportunities, and identify solutions for both immediate and long-term growth.

Strategic Roadmap
We deliver a detailed plan with tactical strategies, campaign recommendations, timing, targeted lists, and creative/channel suggestions tailored to each segment to drive core deposit growth.

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AI Training

Live AI black belt training for financial professionals across all departments.
10x your organization's productivity without putting data at-risk.

Expert AI training to 10x productivity throughout your organization.

Harness the power of AI through this interactive training for financial institution employees and leaders. Learn how to securely deploy and leverage AI at scale. Over the course of this multi-session training, participants are given access to an expert instructor, receive certifications, and come away with a custom GPT for their role to 10x productivity.

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Custom GPT Development

Custom GPTs to boost the productivity of your financial institution.

Strum Platform can build custom GPTs for any role or function using your unique brand or training guidelines without compromising security.

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Now you can talk to your personas just like they're real people.

Custom GPTs-based personas bring your target customer to life. Strum Platform can quickly develop custom personas that you can interact with to drive more effective campaigns.

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Strum Agency

Strum Agency has been serving financial institutions for over 30 years.

Strum Agency

Branding & Naming
Identity Design
Advertising
Marketing Strategy
Video & Motion Graphics
Digital Marketing
Media Buying

Our unmatched experience with financial institutions delivers proven success across a wide range of needs. Need a digital campaign to meet year-end goals? Done. Unsure where to take your brand next or how to build brand fanatics from the C-suite to the front line? We tackle these questions daily.

Read Our Latest Blogs

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October 23, 2024

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Free Webinar: Crack the Code of Core Deposit & Client Growth

Join us for a free webinar on August 21st at 10:00 AM PST where we dive into the essentials of leveraging data insights and audience segmentation for a Data-Driven Deposit Strategy and Personalized Journey program, designed to supercharge your credit union or bank’s growth.

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October 2, 2024

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One Nevada Credit Union selects Strum Platform™ Marketing Analytics CDP Platform

Strum Platform is now one of the leading analytics marketing technologies in the credit union and banking industry. It helps financial leaders actionalize their data to generate new deposits and loans using machine learning and AI, through intelligent targeting and highly personalized marketing automation.

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September 26, 2024

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Strum Platform™ Joins the Jack Henry™ Vendor Integration Program

Strum Platform, an Azure™ cloud-based financial marketing analytics technology, today announced that it has joined the Jack Henry™ Vendor Integration Program (VIP).

Want to learn more?

"My 15 years of leading financial institutions gave me a deep understanding of what data teams need to be successful. I believe Strum Platform is the future."
- Laurie Flanders, VP of Client Solutions at Strum Platform