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Omnichannel cross-selling made easy

Because every customer is unique

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

Posted by Ianai Urwicz on Dec 4, 2018 8:58:00 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

The biggest challenges in digital marketing for financial se banking

Posted by Ianai Urwicz on Nov 13, 2018 9:16:00 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

Create an effective multichannel customer onboarding marketing

Posted by Felipe Gil on Oct 15, 2018 9:23:00 AM

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?

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Topics: Ominchannel cross-selling, Prisma Campaigns, Ominchannel Marketing, Digital marketing Campaign

Marketing Automation and CRM: A match made in heaven

Posted by Felipe Gil on Oct 11, 2018 9:56:00 AM

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.

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Topics: Prisma Campaigns, Marketing Automation, Digital marketing Campaign

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