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?
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?
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.
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.
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:
We’re happy to announce we’ll be sponsoring The Financial Brand Forum 2018 (May 7-9 – Las Vegas), a conference where the fintech community gathers to hear the latest industry announcements, meet investors and identify new partners. The agenda will focus in financial marketing, you can check it here.
We’re happy to announce we’ll be sponsoring LendIt Fintech USA 2018 (April 9-11 Moscone West – San Francisco), a conference where the fintech community gathers to hear the latest industry announcements, meet investors and identify new partners. The agenda will cover everything fintech, lending, digital banking and blockchain related. You can check it here.
We’re happy to announce we’ll be attending RBI 2018 EU (London, March 27th – 28th 2018) the Europe’s Premier Digital Banking Conference. Hear the latest industry announcements about fintech, open banking, machine learning, AI and more. You can check the agenda here.