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Omnichannel cross-selling made easy

Because every customer is unique

Ianai Urwicz

Ianai Urwicz
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Recent Posts

Losing it [Digital banking experience part 1]

Posted by Ianai Urwicz on Feb 5, 2019 9:05:00 AM

“We all need people who will give us feedback. That’s how we improve” - Bill Gates

Banking at all levels is becoming increasingly digitalized and the majority of customers seem to like it, more speed, more simplicity, less time wasted and, for some, collecting points, getting rewards and offers. 

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Topics: digital marketing in FIs, Marketing Automation

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  But, if they leave it at that, as if digital marketing is set like a jelly, then, in very short order, they are out of date compared with what their competitors are doing.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

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

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

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

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

Posted by Ianai Urwicz on Dec 4, 2018 6:58:00 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

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

Posted by Ianai Urwicz on Nov 19, 2018 7:03:00 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 7:16:00 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

How to build a personalized omnichannel campaign in banking?

Posted by Ianai Urwicz on Oct 30, 2018 8:47:00 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

Prisma Campaigns and Tyfone Team up to Offer Omnichannel Marketing Solutions to Financial Institutions

Posted by Ianai Urwicz on Sep 25, 2018 4:11:05 PM

[PRESS RELEASE]

New partnership will provide banks and credit unions with deeper insights into their members’ wants and needs for a user-friendly digital banking experience.

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Topics: Ominchannel cross-selling

 

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