Marketing Automation for Banks, Credit Unions, and Financial Services
Whether you’re in banking, work for a credit union, or in financial services, digital marketing remains at the forefront of connecting with prospective and current customers. To get the best results from your marketing campaigns, you’ll need to execute strategies based on personalization, segmentation, and a clear understanding of your customer journey.
The emfluence Marketing Platform is here to make it happen. As marketers, we designed it to help marketers craft email, SMS, and campaign strategies with ease. Get acquainted with marketing automation without the clutter.
Banking, Credit Unions, and Financial Services Email Marketing
Email marketing is one of the most profitable marketing channels across all industries with hundreds of billions sent each day. If you’re routinely reviewing your own email metrics, you’re off to a great start—and even better if you’re comparing your data year-over-year. But measuring your own data is just the first step. Without benchmarks to compare your numbers to, how do you know if what you’re doing is truly successful?
That’s why we regularly take a look at email marketing metrics compiled from our emfluence Marketing Platform users. Evaluate how your email marketing compares to others in:
- Your industry
- Your audience
Check out our Email Marketing Benchmarks Report to learn more.
Features
New Account Onboarding, Cross-selling Account Services, and More!
Welcome new customers with an automated email onboarding series, create campaigns to dynamically suggest new products or services, and that’s just the beginning. Utilize triggers from your customer database to personalize messages based on data points. For example, incorporate helpful information needed for new clients to get started or create dynamic content in emfluence’s email builder.
Create a Customer Satisfaction Survey
Online reviews are an important part of your digital marketing strategy, but asking customers to leave reviews can be a time-consuming process if it’s not automated. Using the emfluence Marketing Platform for customer satisfaction surveys, you can automatically prompt happy account holders to leave reviews and route unhappy account holders to customer service.
Personalized Landing Pages for Direct Mail
Using direct mail to attract new account holders? Use the emfluence Marketing Platform’s Ppersonalized URL tool to create custom landing pages designed to drive potential account holders to a local branch. Plus, take advantage of landing page reporting features to see unique visits from direct mail, website traffic, email traffic, and more.
Create a Prospective Account Nurture Series
Use the drag-and-drop workflow builder to create a nurture series to support everything from your gated content to registrants for giveaways. Leads and accounts that complete the form on your landing page can automatically be dropped in to the dynamic group and custom decisions can be configured to send them emails based on actions that they did or didn’t take.
A/B Testing Subject Lines for Best Results
Create up to five variations of an email, with options to test everything from subject lines to call-to-action buttons, from names, email content, and more. Once created, select your winning criteria, your testing time frame, and percentage of the list you would like to test. The winning version is automatically sent to your full list when your test is complete.
Banking, Credit Union, and Financial Services Security Features
emfluence understands the need for confidentiality and data security in all that you do. We’re experienced digital partners for today’s savvy financial services marketer, and we’ll ensure that our platform meets the security and privacy requirements you need to protect your clients information.
The emfluence Marketing Platform archives all social posts and emails which can be filtered by date range and message type to ensure you remain in compliance with FINRA and SEC requirements. You can also search for specific posts or messages by keywords, owner, campaign, and more.
Government regulations, such as the Gramm-Leach-Bliley Act (GLBA), require financial institutions to keep client data private and safe. One of the ways we can integrate your data with the emfluence Marketing Platform is via a Data Sync, which leverages a secure FTP to transfer data from your database to emfluence and meets the compliance regulations of the industry.
The emfluence Marketing Platform is also SSAE 16 compliant and undergoes SOC 1 & 2 datacenter audits.
Case Studies
We succeed when our clients succeed. We’re proud of the results that occur when our ideas are put into practice. Check out some real-world uses where the emfluence Marketing Platform made an impact.
A Few of Our Banking, Credit Union, & Financial Services Clients
Banking, Credit Union, and Financial Services Marketing Automation Software
Did you know that only one third of banks and credit unions use marketing automation to engage with their customer base? Your success hinges on developing and implementing a digital marketing strategy that fuels sustainable growth. A good marketing automation strategy can support growth and help you retain your existing customers with reliable and consistent communication.
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