How Marketing Automation Software Elevates Marketing Strategies for Banks and Credit Unions

Few other industries can know their customers better than the financial services sector. Banks and credit unions take care of the things that really matter most to American consumers, including their income, savings, loans and mortgages, investments, insurance premiums, and even their kids’ education. With so much information readily available and the right marketing automation software in place, a bank or credit union marketer can go to town and ensure their campaigns are 100% laser-focused.   But before we get ahead of ourselves and start looking at the kind of campaigns […]

Email Marketing Tips for Banks

Email marketing offers banks and other financial institutions a powerful marketing channel to engage with clients, provide valuable insights, and promote financial products and services. In many respects, email marketing for a bank is just like email marketing for any other retail business. Despite this, many marketers believe that email marketing can be challenging or even risky in an industry where trust and security are crucial. However, the benefits of email marketing, when done right, far outweigh the risks, making it a strategy worth considering for banks. In this post, […]

2023 Reflections: A Recap of Trends and Strategies Paving the Way for 2024

Every marketer has a to-do list. As we kick off 2024, now is a great time to review that list and make sure you are making good use of all the opportunities available to you today before moving on to the next big thing. Over the last year, the marketing experts at emfluence have been busy documenting all the essential opportunities available to users of the emfluence Marketing Platform, helping them meet their current objectives and future proof their businesses. So what was new in 2023, that you should definitely […]

Identifying the Right CRM Software for Your Insurance Agency or Brokerage

Insurance is a funny old business. It’s one of those financial products everybody needs but hopes they’ll never have to use.   As an insurance agent or broker, you know that the only time most of your clients think about their insurance is when their policies are due for renewal, or when the worst happens and they need it to cover their losses. You’ll also know that a considerable part of your job is reminding your clients that their renewals are due—because there is no insurance policy for a lapsed insurance […]

Text Message Marketing for Health Insurance

Text message marketing or SMS marketing has gained a lot of ground in the past few years and is now a common way to communicate promotional or informational messages to your audience base. This is a strategy that’s grown in popularity due to its ability to foster better relationships and enhance engagement.   For health insurance companies, incorporating text message marketing into your strategy can transform the way you interact with patients and streamline operations. We’ll be exploring this useful tool and its applications to a traditional industry that’s evolving with […]


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