Building A Perpetual Growth Engine: A Product Launch Delivers 80% Above Goal

In this lunch and learn session, presented at Financial Brand Forum 2026, Claritas Director of Financial Services, Phil Durnford, and Suncoast Credit Union Director of Growth Marketing, Jessica Bielmann, take you inside a purpose-led product launch that delivered 80% above goal and unpack the end-to-end roadmap for driving measurable member growth.

From market understanding to audience strategy, channel selection, and measurement, learn how to build a cohesive system rather than a collection of disconnected tactics. A live case study walks through an end-to-end growth roadmap — connecting market understanding, audience strategy, channel selection, and measurement into one cohesive system rather than a collection of disconnected tactics.

See how an optimize-everything discipline reduces wasted spend, strengthens relevance, and creates a repeatable process where every campaign makes the next one better.

Learn how to:

– Translate first-party and market data into actionable segments and decide which audiences to pursue or deprioritize.
– Align audience, message, and channel into one integrated roadmap instead of disconnected tactics.
– Choose channels based on objective and audience behavior, not habit or institutional inertia.
– Set up optimization loops: what to look for, when to pivot, and real-life test & learn examples.
– Deliver a C-Suite ready measurement report that goes beyond impressions and clicks.