March Edition

March brings one of the busiest financial moments of the year—tax season. In this month’s Larky Nudge Newsletter, we’re highlighting a campaign idea designed to support account holders during filing season, along with pro tips to help you take advantage of high-intent financial moments.

We’re also spotlighting Community Financial Services Bank and how they used Larky push notifications to amplify their TurboTax campaign.

💡 New Nudge Idea

Community Financial Services Bank launched a three-message campaign to promote a tax filing discount through TurboTax.

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By aligning their messaging with timely nudges, the bank created a helpful reminder for account holders while promoting a valuable partner offer during tax season.

🔥 Pro Tips

• Refund Reallocation: Many account holders are thinking about how to use their refunds. Consider nudges that highlight savings tools, debt payoff options, or budgeting features that help them make the most of their return.
• Three-Touch Campaign Strategy: Account holders benefit from multiple reminders. Consider launching a campaign with 2–3 nudges spaced over a few weeks to introduce the offer, remind account holders, and reinforce it before the deadline.

🤩 Client Spotlight

Jacob Harris from Community Financial Services Bank shares how the bank amplified its TurboTax campaign using Larky push notifications. In our latest YouTube Short, he explains how strategic nudges helped significantly increase engagement by 6x with their tax-time offer.

🚀 Product Update

Lumin clients can now target account holders via email address! Admins or Editors can now upload a Detailed User Report to Larky to reconcile UUIDs with member email addresses. Once the report is uploaded, you can create Larky segments based on account holder email addresses for targeted push notifications. Check out our support article to learn more!

That wraps up this month's edition of the Larky Nudge Newsletter. Follow us on LinkedIn for real-time updates, events, and client highlights. If you have any feedback or questions, feel free to contact support@larky.com.