White Paper
Mapping Opportunity:
Leveraging Geographic Insights to Enhance Outreach Strategy
White Paper
Mapping Opportunity:
Leveraging Geographic Insights to Enhance Outreach Strategy
A strategic guide for utilities and credit unions to turn location data into targeted, impactful outreach.
Utilities and credit unions are under growing pressure to deliver more personalized, equitable, and data-driven outreach. But to truly meet your customers/members where they are, you need more than basic segmentation—you need geographic intelligence.
This white paper explores how location-based insights can transform outreach planning, uncover underserved communities, and accelerate program/product success. Learn how forward-thinking organizations are using Service Territory Reports to optimize resource allocation, target high-opportunity zones, and align engagement strategies with real-world community needs.
Key Highlights
This guide breaks down the essentials of using geographic intelligence for smarter outreach—what it is, why it matters, and how to use it effectively. From data inputs to real-world applications, these takeaways will help your organization engage communities more strategically and equitably:
- Understand how geographic insights reveal who your customers are—and where they need support
- Learn how location data can improve targeting, boost program adoption, and inform long-term planning
- Explore use cases for utilities and credit unions, from EV infrastructure planning to underbanked member engagement
- See how Service Territory Reports combine demographic, behavioral, and public data into actionable intelligence
- Discover how to identify opportunity zones, prioritize outreach, and align resources with real-world needs