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Omnichannel cross-selling made easy

Because every customer is unique

Felipe Gil

Felipe Gil

Recent Posts

What your customers expect from your bank in St. Valentine's?

Posted by Felipe Gil on Feb 11, 2019 9:24:36 AM

Are you prepared to let your bank get close and personal?

Customers want speed and efficiency from their banks but they also make it clear, in numerous studies and polls, that they want to enjoy the digital experience, to feel good about their interactions with their banking partners.

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Topics: Digital Banking, Prisma Campaigns, Banking

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 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

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

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

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

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

Posted by Felipe Gil on Nov 28, 2018 7:02:00 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

The ultimate tips to get banking clients through digital banking

Posted by Felipe Gil on Nov 6, 2018 7:29:00 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

Why Digital Marketing for Banks is a win-win situation

Posted by Felipe Gil on Oct 24, 2018 8:38:00 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

 

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