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:
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 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?
Taking an in-depth look at your sales process will help you decide whether or not the company needs a CRM or a marketing automation software, or maybe even both
Since the days when CRM was a customer-oriented company philosophy which involved fundamental changes in commercial policies, to the current era of big data analytics and machine learning, to say that water has flowed under the bridge would be an understatement.
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.
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:
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.