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Omnichannel cross-selling made easy

Because every customer is unique

Felipe Gil

Felipe Gil

Recent Posts

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

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

Why AI is the best way to market your FI

Posted by Felipe Gil on Mar 20, 2019 9:05:00 AM

Artificial Intelligence is transforming data management and marketing is no stranger to this trend. It is a great option to achieve the degree of personalization that financial institution clients demand. 

The concept of Artificial intelligence dates back to the mid-1950s and it was not until 2006 and 2010 that it reached the level of development necessary to begin making a reality what until then was only theory. How is it being applied in marketing?

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Topics: Prisma Campaigns, IA, financial institutions

What banks can learn from digital giants

Posted by Felipe Gil on Mar 6, 2019 9:02:00 AM

For most people, Google, Amazon, Microsoft, and Apple, as well as an increasing numbers of others, have become the gold standard in digital experiences. So, inevitably, when dealing with their banks, many customers expectations are high, fine-tuned by their experiences in other online activities.

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Topics: Marketing Automation, digital marketing in FIs, Digital Banking, retail banking

Getting it [Digital banking experience part 2]

Posted by Felipe Gil on Feb 19, 2019 8:53:00 AM

Love my bank.... they're kind, efficient and every year I receive a cute, personalized e-card for my birthday. Do you like yours?

If emotional engagement with customers is increasingly important, if customers reject depersonalization at a visceral level, how can banks and FIs avoid dehumanization as they become more automated, more digitalized, as they increasingly turn to AI to handle the vast amounts of data they collect and collate? 

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Topics: Financial, Banking, Prisma Campaigns, Digital Banking

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: Banking, Prisma Campaigns, Digital Banking

2019's 6 biggest digital marketing trends in the financial sector

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: Ominchannel Marketing, digital marketing in FIs

This is the future of marketing for 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: Marketing Automation, Prisma Campaigns

Is your credit union ready for marketing 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: Marketing Automation, Digital marketing Campaign, Credit Unions

 

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