The Future of Marketing for the Financial Institutions


insider finance ebook
Lead Source
Marketing Lead Source

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Few would argue that we’ve entered into the age of the “Expectation Economy”, where there’s a new focus to continuously improving customer experience to simply stay afloat. Because of this, the financial services industry is on the cusp of significant disruption, as one-by-one the financial services organizations learn that profits will come through full personalization of the customer experience.

In this eBook you will learn:

  • How to streamline customer data to tailor experiences, matching your users’ financial needs,
  • How to leverage social proof and location based targeting to generate trust and customer loyalty,
  • How to take the advantage of predictive analytics to create segments based on your customers’ lifetime value and churn risk,
  • How to build an effective, seamless experience using the right channel at the right moment to drive more engagement and increase conversions.