EPISODE · Oct 23, 2025 · 42 MIN
The Identity-Driven Marketing Playbook
from Banking Transformed with Jim Marous · host Evergreen Podcasts
Financial institutions are overwhelmed with customer data but lack meaningful insights. Banks and credit unions find it difficult to accurately identify their customers across scattered digital channels, monitor customer behavior from the initial contact to conversion, and demonstrate which marketing efforts truly produce results … all while complying with strict data privacy laws. Today on the Banking Transformed podcast, we're tackling these issues with Harmon Lyons, Vice President of Strategy and Market Development at TransUnion. We'll discuss full-funnel marketing strategies for financial services that blend brand awareness with acquisition tactics, achieving up to 40% improvements in identity completion. This allows banks and credit unions to finally demonstrate ROI and link marketing efforts directly to conversions. If you're a financial services marketer facing customer data fragmentation, attribution challenges, or privacy compliance concerns, this episode offers actionable strategies for enhancing campaign performance in 2025. This episode of Banking Transformed is sponsored by TransUnion TransUnion brings clarity to marketing chaos by delivering a 360-degree view of your customer, helping you deepen your insights, accelerate your decision making, and better measure the impact of every marketing dollar. For more information: Bring Clarity to Chaos | TransUnion
What this episode covers
Financial institutions are overwhelmed with customer data but lack meaningful insights. Banks and credit unions find it difficult to accurately identify their customers across scattered digital channels, monitor customer behavior from the initial contact to conversion, and demonstrate which marketing efforts truly produce results … all while complying with strict data privacy laws. Today on the Banking Transformed podcast, we're tackling these issues with Harmon Lyons, Vice President of Strategy and Market Development at TransUnion. We'll discuss full-funnel marketing strategies for financial services that blend brand awareness with acquisition tactics, achieving up to 40% improvements in identity completion. This allows banks and credit unions to finally demonstrate ROI and link marketing efforts directly to conversions. If you're a financial services marketer facing customer data fragmentation, attribution challenges, or privacy compliance concerns, this episode offers actionable strategies for enhancing campaign performance in 2025. This episode of Banking Transformed is sponsored by TransUnion TransUnion brings clarity to marketing chaos by delivering a 360-degree view of your customer, helping you deepen your insights, accelerate your decision making, and better measure the impact of every marketing dollar. For more information: Bring Clarity to Chaos | TransUnion
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The Identity-Driven Marketing Playbook
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