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:
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?
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 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...
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?
By overlooking the power of digital tools marketing strategies can fall behind their objectives. To digitize means to rethink the whole marketing strategy, but the benefits are worth the effort.
Nobody can deny that in the world we live, technology is growing at a fast pace. This, of course, brings changes to our daily life and very often we find ourselves in the need to adapt and relearn how to do things differently than we used to. The financial industry is no exception.
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.
Another development cycle has been completed and our awesome engineering team has just released a new Prisma Campaign version. We continue to use all the incredible feedback that we receive from our customers working with Prisma on a daily basis, to deliver new and improved capabilities that increase effectiveness for marketing campaigns and other general communications to their clients.
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 are happy to announce that Prisma Campaigns has been named a Top 20 Most User-Friendly Marketing Automation Software by Capterra, the leading online resource for business software buyers.