Omnichannel cross-selling made easy
Because every customer is unique

From digital banking to intelligent banking

Posted by Ianai Urwicz on Jun 26, 2019 10:23:00 AM

Digital banking is here to stay. And for customers like me it has steadily became a necessity. The day I discovered I could do my errands without leaving home, at any time and wearing only my pajamas, my life crossed a point of no return.

Worldwide, digital banking has given banks the opportunity to increase sales and optimize costs everywhere. Digitalization has allowed banks to get closer to their customers and satisfy more of them in a personalized level, thus encouraging them to use digital banking more frequently, to increase the number of transactions and operations and thereby boost the bank’s income.

So far, so good. But how to keep up the momentum?

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Topics: Finance, Banking, Prisma Campaigns, Digital Banking

Marketing in retail banks: all generations, a single campaign

Posted by Ianai Urwicz on Jun 6, 2019 10:45:00 AM

Not long ago I was having a conversation with a friend who is 63 years old and a retired teacher. She was telling me that the night before, having dinner with her husband and two more couples was taken aback when she realized that she was the only one at the table who used homebanking. I was surprised too.

These are all college educated people, 60 to 70 years old, professionals, university teachers, creatives, cultured people, some with managerial positions. They constitute the perfect example for discussing Age Agnosticism: they remain active in their professions, they want to contribute to society, take care of their health, travel as much as they can.

The new kind of mature consumers that no longer have a passive attitude towards aging.

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Topics: Banking, Marketing Automation, financial institutions, Digital Banking

The diverse bank customer [Digital marketing today]

Posted by Felipe Gil on May 6, 2019 9:24:00 AM

Whose is diverse? 50% plus of any population is female. About 10% of any population define themelves as LGBTQ. Very few countries are racially unique.  Even Japan which, at one time, eschewed immigration and is now encouraging it. 

According to the U.S. Census, more than 50% of the American population is expected to be composed of minority groups by the year 2042. France passed that figure in 2012, the United Kingdom is approaching that figure, Canada is composed of 31% minorities, Australia ditto and so on. And lets not forget those countries, the emerging economies, which are ethically mixed from their inception, Brazil, Argentina, Colombia, South Africa, Singapore, Malaysia and so on.

Taking this reality, what is your FI doing in terms of communication?

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Topics: Banking, Marketing Automation, Digital marketing Campaign, digital marketing in FIs

We don't accept tokens [Digital marketing today]

Posted by Felipe Gil on Apr 29, 2019 9:38:00 AM

It's too easy to get complacent, for companies to do a bit about diversity and then ease off...

The HR manager of a multinational company received a directive from head office about a company-wide initiative to tackle what was perceived in the company as a lack of diversity. And like all head office directives, it came with  plans to nominate a local responsible, to create committees, sub-committees, to hold regular teleconference meetings, make reports... ¿sounds familiar?

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Topics: Banking, Marketing Automation, Digital marketing Campaign, digital marketing in FIs

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

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

How digital banking impacts your 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

Top tips for helping clients adapt to 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: Financial, Banking, Prisma Campaigns


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