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Omnichannel cross-selling made easy

Because every customer is unique

7 tips to choose a marketing automation solution in FIs (Part 4/4)

Posted by Felipe Gil on Dec 7, 2018 9:02:00 AM

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:

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Topics: Marketing Automation, Financial

From handcraft to automated marketing in financial market (Part 2/4)

Posted by Felipe Gil on Nov 28, 2018 9:02:00 AM

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?

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Topics: Marketing Automation, Ominchannel Marketing, Financial

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

Posted by Ianai Urwicz on Nov 19, 2018 9:03:00 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 ultimate tips to get banking clients through digital banking

Posted by Felipe Gil on Nov 6, 2018 9:29:00 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: Banking, Financial, Prisma Campaigns

How to build a personalized omnichannel campaign in banking?

Posted by Ianai Urwicz on Oct 30, 2018 9:47:00 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

Changing the doorbell for the ringtone: banking clients, digital media and the road ahead for banks

Posted by Felipe Gil on Sep 20, 2018 10:15:02 AM

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.

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Topics: Ominchannel Marketing, Marketing Automation, Banking, Financial

Been there, done that: Some takeaways about AI from forum 2018

Posted by Felipe Gil on Jun 13, 2018 2:29:00 PM

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:

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Topics: Ominchannel cross-selling, Financial, Banking, Prisma Campaigns

Meet us at the financial brand forum!

Posted by Ianai Urwicz on May 4, 2018 3:19:00 PM

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.

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Topics: Ominchannel cross-selling, Ominchannel Marketing, Financial, Banking

Meet us at LENDIT FINTECH USA 2018!

Posted by Felipe Gil on Apr 4, 2018 1:13:00 PM

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. 

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Topics: Financial, Infocorp, Prisma Campaigns

Meet us at RBI 2018 EU!

Posted by Felipe Gil on Mar 22, 2018 12:51:00 PM

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.

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Topics: Infocorp, Financial, Prisma Campaigns

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