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Omnichannel cross-selling made easy

Because every customer is unique

Personalization in FIs marketing: "Our task is not to go far, it is to go close."

Posted by Felipe Gil on May 14, 2019 9:11:00 AM

Marketing is constantly talking about creating stories and personalized content. This is not new, at least for those of us who make a living telling stories or work in helping others to tell theirs: we all constantly ask ourselves how to achieve it.

Here are some writer insights on how to emotionally appeal to our readers:

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Topics: Personalization in FIs marketing

Best adoption practices for Marketing Automation

Posted by Ianai Urwicz on May 10, 2019 9:07:00 AM

If you are a member or the head of a marketing team with three or more people, chances are you’re already automating basic processes such as sending e-mails. Maybe you’re even planning the switch to a single comprehensive tool.

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Topics: Ominchannel Marketing, Marketing Automation, Digital marketing Campaign

The diverse bank customer [Digital marketing today]

Posted by Felipe Gil on May 6, 2019 9:24:00 AM

Whose is diverse? 50% plus of any population is female. About 10% of any population define themelves as LGBTQ. Very few countries are racially unique.  Even Japan which, at one time, eschewed immigration and is now encouraging it. 

According to the U.S. Census, more than 50% of the American population is expected to be composed of minority groups by the year 2042. France passed that figure in 2012, the United Kingdom is approaching that figure, Canada is composed of 31% minorities, Australia ditto and so on. And lets not forget those countries, the emerging economies, which are ethically mixed from their inception, Brazil, Argentina, Colombia, South Africa, Singapore, Malaysia and so on.

Taking this reality, what is your FI doing in terms of communication?

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Topics: Banking, Marketing Automation, Digital marketing Campaign, digital marketing in FIs

CU Rise Analytics Partners with Prisma Campaigns to Help Credit Unions Effectively Leverage Data

Posted by Ianai Urwicz on May 3, 2019 8:46:49 AM

Today, data analytics specialist CU Rise Analytics has partnered with Prisma Campaigns, provider of intelligent marketing automation to provide complementary solutions for Credit Unions (CUs). Both companies have a shared vision to help CUs’ maximize their data for highly personalized customer experiences and, in turn, close the gap between marketing and sales.

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Topics: Prisma Campaigns, digital marketing in FIs

We don't accept tokens [Digital marketing today]

Posted by Felipe Gil on Apr 29, 2019 9:38:00 AM

It's too easy to get complacent, for companies to do a bit about diversity and then ease off...

The HR manager of a multinational company received a directive from head office about a company-wide initiative to tackle what was perceived in the company as a lack of diversity. And like all head office directives, it came with  plans to nominate a local responsible, to create committees, sub-committees, to hold regular teleconference meetings, make reports... ¿sounds familiar?

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Topics: Banking, Marketing Automation, Digital marketing Campaign, digital marketing in FIs

Marketing in FIs: everyone gets a bite

Posted by Ianai Urwicz on Apr 25, 2019 9:03:00 AM

We assume that digitalization is so much a part of our lives that we forget, very easily, that G-mail is only 15 years old today, that the first Iphone with full navigating capabilities only came out in 2007.

Now well over 65% of the population shops and pays bills using their smartphones and that percentage is rising rapidly as specific demographic groups are targeted and brought into the digital age.

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Topics: Digital marketing Campaign, Digital Banking

It begins at home [Digital marketing today]

Posted by Felipe Gil on Apr 17, 2019 9:21:00 AM

Promoting diversity has been a key element in modern HR practise for a number of years now. A committment to diversity is seen as a sign of good corporate governance, not just in banks but across all commerce and industry.

The purpose of think-tanks, lobbying groups, campaigns and regulations to encourage diversity is not to soak up minorities but, in diverse societies, to increase creativity and productivity by drawing on the wider range of abilities and knowledge and thus to appeal to wider, more diverse, market segments.

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Topics: Banking, Marketing Automation, Digital marketing Campaign, digital marketing in FIs

Viva, Las Vegas!

Posted by Felipe Gil on Apr 15, 2019 12:04:45 PM

This week, from April 15-17, our team will be at the Financial Brand Forum at Ceasar's Palace!

This three-day event, organized by the Financial Brand, is the biggest trade event on marketing, CX and digital transformation in the banking world.

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Topics: Banking, Marketing Automation, Prisma Campaigns, Digital Banking

Agile in digital marketing? Get it done!

Posted by Ianai Urwicz on Apr 10, 2019 9:27:00 AM

Being on time or complying with a due date is a nightmare for everyone. In marketing, sending an e-mail is a time-sensitive affair due to special offers and holidays.

We all want to work with plenty of time ahead, but... how can we do that?

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Topics: Ominchannel Marketing, digital marketing in FIs

Adopting new platforms in marketing. The APIs!

Posted by Felipe Gil on Apr 4, 2019 9:23:00 AM

It is hard to find a bank or credit union whose IT systems are homogeneous, i.e. belonging to a single vendor. More often we come across a wide plethora of brands, models and versions or various eras.

Therefore, interoperability is the keyword that system implementers and users (such as financial institutions) are taking a serious look at, especially when choosing a management system.

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Topics: Ominchannel Marketing, Marketing Automation, Prisma Campaigns

 

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