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Because every customer is unique

6 trends in digital marketing that will stand out in the financial sector in 2019

Posted by Felipe Gil on Jan 29, 2019 9:04:00 AM

 

Technology continues to change the way consumers interact with the financial sector, which is why it is essential for banks to keep up with it. 2019 brings new challenges and with them, trends that will prevail throughout the year.

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Topics: digital marketing in FIs, Ominchannel Marketing

The importance of marketing automation in FIs

Posted by Ianai Urwicz on Jan 22, 2019 8:58:00 AM

Have a look at the marketing emails that come in from your bank or FI.  Are they on your wave-length?

If they are, you no doubt read them enthusiastically. Most banks and FIs have spent a great deal of money and effort setting up their automation processes, including digital marketing.  But, if they leave it at that, as if digital marketing is set like a jelly, then, in very short order, they are out of date compared with what their competitors are doing.

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Topics: Digital marketing Campaign, Marketing Automation, financial institutions

The future of marketing in retail banking

Posted by Felipe Gil on Jan 14, 2019 9:33:00 AM

The 2018 Guide to Financial Marketing report, sponsored by DeLuxe, showed that, compared with other industries, retail banking is trailing behind what the others are doing with regard to the application of advanced marketing technologies.

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Topics: Prisma Campaigns, Marketing Automation

Digital marketing in credit unions: ready for automation?

Posted by Felipe Gil on Jan 8, 2019 7:49:00 AM

CUs may not have the breadth or market-share of the for-profit banks, but they make up for this with their specialized member knowledge. Learn how automation can enhance this personalized service giving them a further advantage over for-profit banks.

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Topics: Credit Unions, Digital marketing Campaign, Marketing Automation

What to expect from artificial intelligence in financial marketing

Posted by Ianai Urwicz on Jan 3, 2019 7:32:00 AM

Artificial intelligence is bound to be one of the main disruptive technologies in the financial sector.  

Does this mean job losses? Quite the opposite – training the workforce to work along with machines will be key for growing the industry.

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Topics: Marketing Automation, IA, Ominchannel Marketing

How to leverage mobile devices in your finance marketing strategy

Posted by Felipe Gil on Dec 26, 2018 7:34:00 AM

Does your financial institution take into consideration the time people spend on their phones? If the answer is no, then you are missing a great opportunity.

According to Google, smartphone users globally spend around three hours a day on their devices, with at least 84% of that time spent in an app.

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Topics: Finance, Mobile devices, Digital marketing Campaign

Differences of a marketing automation platform for finance

Posted by Ianai Urwicz on Dec 20, 2018 7:43:00 AM

A platform designed for the financial market has many advantages: precise segmentation, an automated flow that complies with the strict regulations banks are subjected to, just to name a few but the list continues.

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Topics: Prisma Campaigns, Digital marketing Campaign, Finance, Ominchannel Marketing

What is digital banking and its impact on final customers?

Posted by Felipe Gil on Dec 17, 2018 7:22:00 AM

With digitization, traditional banking services have totally changed.

Banking services are now delivered over the internet, using high level of process automation, through various devices, which results in faster, easier and more convenient access to banking services.

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Topics: Banking, Digital marketing Campaign

Tactics to increase share of wallet in banks

Posted by Ianai Urwicz on Dec 12, 2018 7:21:00 AM

There is a direct correlation between share-of-wallet, customer retention and the duration of the relationship. Greater SOW means greater loyalty and satisfaction. Here are some strategies to consider:

We have all heard in a casual conversation of a phrase like “I’d rather pay a bit more for this product and be sure that it will work, than buy a cheaper one that I don’t really know anything about.”

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Topics: Share of wallet, Marketing Automation

7 tips to choose a marketing automation solution in FIs (Part 4/4)

Posted by Felipe Gil on Dec 7, 2018 7:02:00 AM

Taking the following general tips into account might help to set some parameters in the search of a marketing automation solution that will hopefully make things easier for your colleagues working in the marketing department and improve your ROI:

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Topics: Marketing Automation, Financial

 

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