If you are a member or the head of a marketing team with three or more people, chances are you’re already automating basic processes such as sending e-mails. Maybe you’re even planning the switch to a single comprehensive tool.
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?
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.
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?
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.
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.
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.
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.