Empowering Growth through Marketing Excellence
We provide data-driven strategies and expert guidance to help financial services firms achieve measurable marketing success.
Our Advantage
At i2a Advisors, we believe there are three essential questions to consider when extracting insights from data: “What,” “So What,” and “Now What.” We focus on the pivotal question: “Now What?” Beyond uncovering insights, we translate them into actionable strategies and tactics that drive results.
Our Services
With over 30 years of experience, we make sophisticated marketing capabilities accessible to:
- Banks
- Credit unions
- Fintech firms
- Private equity firms
We address pressing challenges in:
- Growth: Customer acquisition, retention, and revenue acceleration
- Productivity: Optimizing marketing investments for maximum ROI
- Performance: Data-driven strategies that deliver measurable results
- Efficiency: Streamlining operations with modern marketing automation
Our services include (click tiles below to learn more):
Strategic Projects
Marketing planning, brand strategy, customer segmentation, and customer insights & market research.
Data, Analytics and Martech
Martech & marketing automation, data management, and data analytics.
Demand Generation
Customer acquisition, onboarding, cross-sell and retention.
Organization and Operating Model
Marketing organization design and operating model, competency assessment, and training & coaching.
M&A, Thin/New Market Expansion
Conversion, integration, onboarding, retention, & growth orchestration. "Thin" market/new market entry.
CMO On-Demand
Have a pressing marketing question or challenge? Get expert guidance — fast.
Our Perspectives
Explore our insights on key marketing topics (click tiles below to read my articles):
How Gen AI is Reshaping Bank Marketing
Conversation with Jim Marous on the “Banking Transformed" podcast on ways generative AI is revolutionizing bank marketing -- From enhancing customer experiences to driving more personalized marketing strategies, the potential of AI to transform marketing is immense.
The Three Most Common Mistakes in Brand Marketing
Learn how to avoid common pitfalls like changing creatives too soon, inconsistent sensory branding, and low brand attribution. Packed with real-world examples, this guide offers actionable insights to help your brand cut through the noise and stay top-of-mind.
Maximizing Results with a Test-and-Learn Framework
Explore how a test-and-learn approach can unlock the full potential of performance marketing. Discover actionable strategies to drive continuous improvement, optimize campaigns, and achieve measurable growth in an ever-evolving digital landscape.
Can AI Explore into the Unexplored?
AI can amplify human intuition to unlock uncharted frontiers. Go beyond the “known unknowns” to explore the “unknown unknowns.” This isn’t about simple automation; it's about AI collaborating with human creativity and judgment to create something greater than either could achieve alone.
Marketing: The Ultimate Whole Brain Discipline
We know what the CFO, COO, and CHRO do — but the CMO? That role’s a complex dance between art and science, creativity and data. it’s not enough to be left-brained or right-brained. To be an effective CMO today, you have to master both.
Driving Growth through Digital
Abbas Merchant, Executive Vice President and Chief Marketing Officer of Regions shares his perspectives on driving growth through digital and data.
About Us
With decades of experience transforming marketing for financial services firms, we craft innovative strategies that consistently achieve double-digit growth and measurable ROI.
Leveraging our experience, we translate insights into actionable strategies that drive tangible results — tailoring our approach to fit the unique needs of each client.
