Category Archives: Financial Services

4 Strategies for Financial Service Brands to Enhance Their Omnichannel Experience

Brian Johnson July 10, 2020 Consumers are everywhere – on their phones, on tablets, on social media, in your stores, calling into support centers, the list goes on. And financial service brands are ramping up their omnichannel strategies to deliver the most seamless customer experience. Customers expect the ability to jump from one platform to … Continue reading 4 Strategies for Financial Service Brands to Enhance Their Omnichannel Experience

How Localized Engagement Can Benefit Financial Service Brands Personalization Strategy

Brian Johnson June 29, 2020 Brands are constantly on the hunt for the newest way to personalize their customer experience. These days, it’s so imperative to treat your clients as individuals, not a part of a vast marketing segment. In fact, about 60% of consumers expect a tailored experience, according to a recent Salesforce study. … Continue reading How Localized Engagement Can Benefit Financial Service Brands Personalization Strategy

Email marketing and customer retention in the financial services industry

Brands that leverage email marketing will continue to build lasting customer relationships while thwarting the new fintech players from capturing market share. Kyle Henderick on September 23, 2019 It was surprising to learn that more than two in five financial services customers say they rarely or never receive relevant marketing communications from financial services companies … Continue reading Email marketing and customer retention in the financial services industry

Financial Services Need to Bank on Secure Instant Messaging

William MacDonald — May 21, 2019 — May 21, 2019 Data protection has never been more crucial within the financial industry. With stories regarding high-profile cyber-attacks appearing in the news cycle with increasing regularity, financial firms are facing a new imperative to remain compliant. Ensuring that their communications and data transmission are secure, therefore, must … Continue reading Financial Services Need to Bank on Secure Instant Messaging

5 Technologies and Trends Changing the Credit Industry [Infographic]

James Patterson — September 28, 2018 — September 28, 2018 As with other markets, the credit industry has taken a whole new direction, thanks to the emergence of modern technology. Because of these digital innovations, creditors are able to design and introduce a large number of products and services that make loaning easier, faster, and … Continue reading 5 Technologies and Trends Changing the Credit Industry [Infographic]

For the Customer’s Sake, Financial Services Companies Need to Blow Up Their Data Silos

Corrie Mieszczak — March 20, 2018 — March 20, 2018 There are all kinds of reasons companies are changing their approach to data management—and the customer experience is as powerful as any. You may ask, “What does data management have to do with our customer relationships, let alone their perception of our brand?” Quite a … Continue reading For the Customer’s Sake, Financial Services Companies Need to Blow Up Their Data Silos

The Importance of Personalization for Financial Services [Infographic]

Katie Sweet — February 9, 2018 Follow @misskatiehrdy — February 9, 2018 Personalization is such a hot topic in the world of marketing these days. But personalization isn’t just another marketing buzzword — it’s a critical strategy for delivering a better experience for prospects and customers. Every person that visits your site, uses your app, … Continue reading The Importance of Personalization for Financial Services [Infographic]

Where is Your Business Located? The Answer Could Affect Your Loan Options

Meredith Wood — May 9, 2017 Follow @fundera— May 9, 2017 You’ve done hours of online research, compared dozens of options, and finally, you’ve found it—the perfect loan for your small business. But then, as you finally go to apply, there is a problem. As it turns out, your perfect lender isn’t licensed to fund … Continue reading Where is Your Business Located? The Answer Could Affect Your Loan Options