Made With Uberflip Content Marketing

Kylie Peters

Kylie is an innovative, goal-oriented Marketing Segment Manager for Financial Services. She has over five years of marketing experience in financial services, mental health and recruiting. She enjoys the unique challenges of financial services marketing, including compliance and regulatory requirements and the ever-evolving technological advancements. Kylie has a BA and BS from Arizona state and has completed several graduate-level courses in marketing and finance. Fun fact: Kylie grew up in her dad’s insurance office and recently married a financial advisor—she just can’t get away from the industry!

  • It's Time for Banks to Stop Targeting "Millennials"

    It's Time for Banks to Stop Targeting "Millennials"

    If you're trying to target the "millennial" persona, you're making a mistake. Instead, banks should be defining their segment audiences based on needs, or Jobs-to-be-Done.

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  • FiServ Marketers: How to Overcome Confirmation Bias and Loss Aversion

    FiServ Marketers: How to Overcome Confirmation Bias and Loss Aversion

    We helped our fictional client to overcome his mental accounting bias, but we have more biases to overcome: confirmation bias and loss aversion, both typically occurring later in the buyer's journey.

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  • Behavioral Finance and the Buyer’s Journey: Overcome Mental Biases

    Behavioral Finance and the Buyer’s Journey: Overcome Mental Biases

    Common mental biases can cause us to see fallout in the financial buyer’s journey. Let’s take a look at what they are, where they come into play, and how your messaging can help.

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  • Lenders: Use The Buyer’s Journey to Deliver Valuable Content

    Lenders: Use The Buyer’s Journey to Deliver Valuable Content

      Synchrony Financial understands that those big buys in life often don’t happen on a whim. Behind every major purchase are real people weighing up their options and deciding to part with their...

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  • Do You Really Need that Survey? Better Ways to Improve CX

    Do You Really Need that Survey? Better Ways to Improve CX

    In a recent interview with Quark’s Media, Nancy Vogt, VP of Customer Experience with Zions Bancorporation, discussed the implications of an important factor in market research: survey fatigue. She...

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