The 5 Challenges Every Banking and Insurance Marketer Faces and Proven Strategies for Winning at Digital Disruption

Today’s banking and financial services consumers have more choices than ever. To meet their expectations, banks need to address the demand for speedy, personalized experiences, tailored products and services. It is predicted that integrating AI, machine learning, and customer analytics will be the next driver of customer engagement over the next 10 years.

It’s clearly a new era of digital transactions, digital banking and insurance transformation. And there are new rules of engagement. 

To advance ahead of non-traditional financial services and traditional banking companies, brands will need to overcome the top 5 challenges—to convert and engage customers better, faster, and smarter than the competition. 

Read our guide to drive critical KPIs and increase financial services applications, return on ad spend (ROAS), product discovery, engagement, down-the-funnel progression, financial services application form conversions while decreasing financial services application abandonment.

Chapter 1: The endless spend problem

Finding the needle in the haystack, highest-converting customers

Chapter 2: The hidden cost of digital transactions

↡ human interaction = ↡consumer trust

Chapter 3: Websites that underwhelm and underperform

It’s not your brand, it’s your brand’s website

Chapter 4: Perfect form failure

Everything is too long and too complicated

Chapter 5: Stopping the customer dropoff

Meeting customers (every)where they are (yes, even on Facebook Messenger)

Dive right in to enter the new era.