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Omnichannel cross-selling made easy

Because every customer is unique

Agile in digital marketing? Get it done!

Posted by Ianai Urwicz on Apr 10, 2019 9:27:00 AM

Being on time or complying with a due date is a nightmare for everyone. In marketing, sending an e-mail is a time-sensitive affair due to special offers and holidays.

We all want to work with plenty of time ahead, but... how can we do that?

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Topics: Ominchannel Marketing, digital marketing in FIs

Adopting new platforms in marketing. The APIs!

Posted by Felipe Gil on Apr 4, 2019 9:23:00 AM

It is hard to find a bank or credit union whose IT systems are homogeneous, i.e. belonging to a single vendor. More often we come across a wide plethora of brands, models and versions or various eras.

Therefore, interoperability is the keyword that system implementers and users (such as financial institutions) are taking a serious look at, especially when choosing a management system.

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Topics: Ominchannel Marketing, Marketing Automation, Prisma Campaigns

The 5 key benefits of using a marketing automation platform

Posted by Ianai Urwicz on Mar 13, 2019 8:58:00 AM

Imagine if you had to write an email to each of your contacts, generate attractive content and also spread it. Marketing today is about tools that facilitate all these aspects to realize a strategy in a successful way.

How can a digital marketing platform help us?

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Topics: Ominchannel Marketing, Marketing Automation, Digital Banking

2019's 6 biggest digital marketing trends in the financial sector

Posted by Felipe Gil on Jan 29, 2019 9:04:00 AM

 

Technology continues to change the way consumers interact with the financial sector, which is why it is essential for banks to keep up with it. 2019 brings new challenges and with them, trends that will prevail throughout the year.

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Topics: Ominchannel Marketing, digital marketing in FIs

What the growth of AI means for financial institutions

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: Ominchannel Marketing, Marketing Automation, IA

Why banks need an automation plaform designed for the financial sector

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: Ominchannel Marketing, Finance, Prisma Campaigns, Digital marketing Campaign

What fiancial instituions need to know before adopting a marketing automation platform (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: Ominchannel Marketing, Prisma Campaigns, Digital marketing Campaign

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

Posted by Felipe Gil on Nov 28, 2018 7:02:00 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: Ominchannel Marketing, Financial, Marketing Automation

How to personalize omnichannel campaigns 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: Ominchannel Marketing, Financial, Marketing Automation, Prisma Campaigns

Why digital marketing for banks is a win-win situation

Posted by Felipe Gil on Oct 24, 2018 8:38:00 AM

Digital marketing platforms analyze customer movements, established needs, preferences, interests and usage and compare them with available data from other sources.

The resulting information allows the bank to study the behaviour of its customers, but, more importantly, to understand that behaviour, in order to empathize with it and, by extension, to establish services adapted to their clients’ personalized needs.

Everybody knows Aesop's Fable “The Boy Who Cried Wolf”. It’s the story of a shepherd boy who repeatedly tricks nearby villagers into thinking wolves are attacking his flock... 

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

 

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