Finance
Financial services working with Agillic:
Invest in personalised customer experiences
The financial services landscape has transformed in recent years from being conservative to a sector characterised by change. Tech and shifting consumer behaviour 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. By addressing the individual customer’s concerns, hopes, and dreams with relevant and personalised communication throughout the customer lifetime, loyal and valuable relationships are built.
Business benefits
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Reach and win the right prospects
Increase the conversion rate of profitable prospects becoming customers by launching personalised communication based on their interests and behaviour as reflected in search. -
Increase customer lifetime value
Nurture and grow existing customers by offering relevant advice and personalised content based on their life phase, individual needs, and preferences. -
Compliance and security
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.
Optimise your paid media spending
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, filtering out audiences who are already customers from your acquisition campaigns.