Industry:
Finance

Finance

Increase customer lifetime value​​

The financial services landscape has transformed in recent years from being conservative to a sector characterised by change. Tech and shifting consumer behavior are driving the change, forcing institutions to take on new marketing strategies and tactics to differentiate their brand. In a time where financial products and terms are easily copied, communication is key to create brand loyalty and love.

Go beyond transactions​

Finances affect people’s lives deeply. Therefore, to stay trustworthy and relevant for the consumers, financial services must go beyond mere transactions. Nurture and grow existing customers by offering relevant advice and content based on their life phase, individual needs, and preferences.

Finance businesses working with Agillic

Finance

Three challenges in finance marketing

Challenge #1

Create brand loyalty and trust

It used to be a conservative business, but today finance is an industry in fast technological change. And at the same time struggling with lower trust from consumers. To succeed you need to go beyond mere transactions and build trusting relationships with brand loyal customers.

Challenge #1

Solution

By addressing the individual customer’s concerns, hopes, and dreams with data-driven relevant and personalised communication throughout the customer lifetime, loyal and valuable relationships are built.

Challenge #2

Use new channels, but stay safe and compliant

In these times of digitalisation your customers are moving between computer and mobile to run their finances. You want to create a seamless virtual experience of omnichannel communication. But it has to be based on trust, protection of confidentiality and compliant with all regulations.

Challenge #2

Solution

One user interface for all channels, e-mail, sms, direct mail and mobile push create a seamless experience of your brand. At the same time, Agillic supports our clients in being GDPR compliant and we’ve taken all the required measures to keep data safe. Our specialists are continually monitoring trends and developing the platform to make sure it is flexible for adapting to changing regulations.

Challenge #3

Be more effective in paid media

Today, access to digital paid media has opened up endless new possibilities for your marketing campaigns to attract new customers. But it also means, there’s a jungle out there. How do you make sure your Facebook-ads or banners reach the right audience with the right message?

Challenge #3

Solution

Agillic’s native integrations to paid media in the Google, Facebook and Adform ecosystems, enable you to optimise your marketing spend and increase ROAS by mixing your own data with 3rd party data and, for example, filter out existing customers.

How to use a BI tool to leverage
insights into Agillic performance data

You know how important it is to draw on data when making decisions for your financial organisation – but how can you deepen your data insights to improve your options and achieve the best possible results? Rewatch this webinar to find out.

Ready to see Agillic in action?

If you are curious to see how easy it is to work in the Agillic Customer Marketing Platform, reach out to us now. We know that seeing is believing, and we would love to make you a believer. 

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