Success Story: Fidelity Bank and The Rise of Their Female Entrepreneurship Email Newsletter


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Focused on the future, Robert Baer saw an opportunity to enhance his email marketing strategy by making it more data-driven and results-focused.

He has been in banking for 39 years and began working with as a way to leverage technology to improve customer relations. In his ten years at Fidelity Bank, Robert has been searching for ways to improve how his customers receive information and make informed and intelligent banking decisions.

And he found it in

Robert Baer of Fidelity uses

The email marketing algorithm has helped Robert and his team create stronger connections to their Fidelity Bank customers. The personalized approach caters to the exact email content interests of each unique recipient, and in doing so collects valuable market research.

A Unique Approach

The focus of Fidelity’s praise is directed at’s help of their P.O.W.E.R. email newsletter. P.O.W.E.R., which stands for Potential Of Women Entrepreneurs Realized, is a program set up by Fidelity that aims to meet the unique business needs of local female entrepreneurs.

Decision-makers at Fidelity sought out an extremely customized email marketing strategy that would cater to the needs of their P.O.W.E.R. members. In Robert’s words, “female, small business, entrepreneur-focused” content would be key, and having an email marketing software that could learn from each recipient would be game-changing.

The P.O.W.E.R. email newsletter features stories about local women in business, and over time, users are presented with increasingly personalized email content.

The algorithm learns by tracking clicks from different recipients and caters to their unique interests. Over time, no two email newsletters look the same. The platform pulls stories from chosen sources about relevant content and presents them to the recipient in a branded fashion.

In doing so, the P.O.W.E.R. email newsletter began drawing a lot more engagement from members.

Flexibility and Ease of Use

Fidelity is a local community bank whose goal is to add value back to the client. Using has allowed Robert and other employees to shift their focus to more important primary operations and away from secondary matters like marketing specifics and email campaigns.

By providing flexibility with messaging and level of customization, Robert has spent less time dealing with the minute details.

Instead of one hour devoted to email marketing that yields a low level of market research, he now spends ten minutes reviewing the processes put in place by the algorithm and he’s done.

“It’s not a question of whether or not you have the ability to do it, it’s a question of whether or not you have the time to do it,” has removed a lot of the guesswork and time associated with marketing. Fidelity Bank has seen greater engagement in response to its email marketing campaigns since implementing, and they have a greater understanding of their customer needs.

Robert’s Experience with’s AI algorithm has had a noticeable effect on Fidelity Bank’s business operations. Robert and his team have more time to address critical banking needs and other forms of marketing using the research gathered by our algorithm.

Plus, the members of Fidelity’s P.O.W.E.R. email list are more engaged than ever.

Whether you’re in banking or pest control, can help you optimize your email list and create stronger relationships with your customers. The AI algorithm can lead to more effective business operations, increased engagement with your audience, and give you time to focus on the aspects of your business that require a human touch.

Sign up for a free 14-day trial of below to find out for yourself.

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