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:
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?
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.
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...
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?
Taking an in-depth look at your sales process will help you decide whether or not the company needs a CRM or a marketing automation software, or maybe even both
Since the days when CRM was a customer-oriented company philosophy which involved fundamental changes in commercial policies, to the current era of big data analytics and machine learning, to say that water has flowed under the bridge would be an understatement.
By overlooking the power of digital tools marketing strategies can fall behind their objectives. To digitize means to rethink the whole marketing strategy, but the benefits are worth the effort.
Nobody can deny that in the world we live, technology is growing at a fast pace. This, of course, brings changes to our daily life and very often we find ourselves in the need to adapt and relearn how to do things differently than we used to. The financial industry is no exception.
Digital tools have pervaded in daily life but banks have not kept up with their pace. Marketing automation platforms provides low cost and hassle-free strategies for gaining customers.
In recent years, the relationship between clients and their banks has rapidly evolved on a global scale. This was largely driven by mobile devices: nowadays 60% of bank clients use their smartphones as the main channel of interaction with their bank.
Forum 2018 left us with some very interesting insights to face what’s left of the year, even though the event wasn’t only about artificial intelligence, we could collect many takeaways about: machine learning, voice recognition, virtual reality, and data analytics. This comes as no surprise, since those are the industry’s hottest topics at the moment. Today we would like to share three after thoughts about the conference:
Another development cycle has been completed and our awesome engineering team has just released a new Prisma Campaign version. We continue to use all the incredible feedback that we receive from our customers working with Prisma on a daily basis, to deliver new and improved capabilities that increase effectiveness for marketing campaigns and other general communications to their clients.