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Omnichannel cross-selling made easy

Because every customer is unique

Tactics to increase share of wallet in banks

Posted by Ianai Urwicz on Dec 12, 2018 9:21:00 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 9:02:00 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

A strategy to adopt marketing automation in financial institutions (Part 3/4)

Posted by Ianai Urwicz on Dec 4, 2018 8:58:00 AM

Once the decision of looking for a marketing automation solution for your financial service is taken, many options arise. But before jumping into the wondrous world of automation platforms for financial marketing, in order to know what to look for, what to avoid, what priorities to set, you might first want to:

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Topics: Digital marketing Campaign, Prisma Campaigns, Ominchannel Marketing

From handcraft to automated marketing in financial market (Part 2/4)

Posted by Felipe Gil on Nov 28, 2018 9:02:00 AM

It is a widespread opinion that the current state of financial services marketing is overwhelming, there is no longer a definitive model for effective marketing and today financial marketers can choose from multiple software and services providers.

Also, the environment in which they operate is constantly changing with new channels and emerging technologies.

But in this overwhelming situation, can you imagine if your company could streamline, automate, and measure marketing tasks and workflows?

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Topics: Marketing Automation, Ominchannel Marketing, Financial

New solutions for new client expectations in financial institutions (Part 1/4)

Posted by Ianai Urwicz on Nov 19, 2018 9:03:00 AM

If there was a time when customers wanted to acquire a certain good or service, today they also want to have the feeling of being a part of something important or chic while they do it. For a company to fulfill that expectation has become a source of difference and value against competitors. ¿What is happening in banking?

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Topics: Prisma Campaigns, Financial

The biggest challenges in digital marketing for financial se banking

Posted by Ianai Urwicz on Nov 13, 2018 9:16:00 AM

To save you from unpleasant surprises we listed five typical challenges that come when implementing a digital marketing campaign for banking and the best ways to resolve them.

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Topics: Digital marketing Campaign

The ultimate tips to get banking clients through digital banking

Posted by Felipe Gil on Nov 6, 2018 9:29:00 AM

Whether it’s opening a bank account or looking for information, most people tend to “Google it” first.

Nowadays, there are millions of active users on the Internet, so it seems like it would be a smart move for the financial industry to adopt digital channels and get the most out of it. Here are some tips that might be useful.

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Topics: Banking, Financial, Prisma Campaigns

How to build a personalized omnichannel campaign in banking?

Posted by Ianai Urwicz on Oct 30, 2018 9:47:00 AM

Personalization and omnichannel marketing within financial institutions is not so much a matter of what to do but how to do it.

So, beyond theory, an example of a real case can always come in handy.

Managing several types of marketing campaigns at the same time and with highly effective results, it’s always a challenge. Also that personalization and omnichannel marketing within financial institutions is not so much a matter of what to do but how to do it.

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Topics: Prisma Campaigns, Financial, Ominchannel Marketing, Marketing Automation

Why Digital Marketing for Banks is a win-win situation

Posted by Felipe Gil on Oct 24, 2018 9:38:00 AM

Digital marketing platforms analyze customer movements, established needs, preferences, interests and usage and compare them with available data from other sources.

The resulting information allows the bank to study the behaviour of its customers, but, more importantly, to understand that behaviour, in order to empathize with it and, by extension, to establish services adapted to their clients’ personalized needs.

Everybody knows Aesop's Fable “The Boy Who Cried Wolf”. It’s the story of a shepherd boy who repeatedly tricks nearby villagers into thinking wolves are attacking his flock... 

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Topics: Ominchannel cross-selling, Ominchannel Marketing, Prisma Campaigns, Banking

Create an effective multichannel customer onboarding marketing

Posted by Felipe Gil on Oct 15, 2018 9:23:00 AM

Today’s financial marketing strategies benefit by combining the same message across multiple channels, both traditional and digital, to connect with all its different audiences.

Not all digital channels have the same effectiveness for every customer, and having more channels can only work to our advantage. Still, why is not everyone taking advantage of the multichannel onboarding?

Do you remember when everyone used to have a landline? Answering the phone without knowing who was calling? Or when Saturday morning was for touring around the mall looking for a new dress?

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Topics: Ominchannel cross-selling, Prisma Campaigns, Ominchannel Marketing, Digital marketing Campaign

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