Marketing Automation Tailored for the Financial Sector

The future of the Financial Sector is automation, and ultimately, moving to outbound marketing is an investment you can’t refuse. It will help your Financial company drive more targeted traffic, attract higher quality leads, and convert more leads into excited customers. That’s why 49% of companies like yours are now using marketing automation to assist with repetitive marketing tasks such as emails, social media and managing leads.

YOU are either part of a team, or single-handedly in charge of driving the marketing effort in your company, so being able to use a tool that increases your output and enhances your data, is an opportunity not to be missed. Are you a part of the 51% not taking advantage of this?

Create meaningful customer journeys with automatic flows that can trigger any campaign based on behavior in both email- and SMS campaigns, social media, and other output channels.  This means that your customers will automatically receive relevant emails at the right time.

Join our tribe, and discover how we can change your marketing world. 

financial sector

Campaign Builder

 Quickly create email campaigns that has a strong professional look, design and that displays perfectly across devices – all in-house. Save even more time and eliminate the guesswork by choosing from dozens of pre-made templates that are proven to convert. And you can easily customize the templates to match your brand guidelines.

With expertly designed and fully-customizable email templates and over 200,000 licensed images from Pexels, Unsplash and IconFinder, with eMailPlatform you can deploy professional campaigns in just a few clicks. You can track performance and edit all assets to increase the overall impact.

financial sector

Contact Fields

If you are missing the right contact fields and data on your customers, your options for effective targeting are limited. We have made it easy for you to create the specific fields you will need; Bandwidth, serial number, installation date, product name, and any other field you might need. Migrating from another platform? Importing data from an Excel-list, your CRM or ERP system? Simply drag and drop your contacts, and the contact fields are populated automatically.

financial sector

Segmentation

In your space, there are some obvious customer segments. If you send out emails that are irrelevant, you end up as unopened email, and worst case in the spam folder. Over time this will lead to customers losing interest in your communication, and eventually in your offerings. Stay close to your customers; engage with them, upsell, cross-sell and keep them up-to date on all the exciting new developments that will make their lives safer, better and more efficient.

What’s more, be creative and make use of publicly released market research, news and mix it with your own product and service offerings to create relevant content for your marketing campaigns.

financial sector

SMS Campaigns

In sales you should expect the inevitable: market changes, interest changes, anything that calls for your products or services right away.

By combining our segmentation and our SMS tools, you can reach your customers in seconds – inform them about the changes and options to act now.Lightning fast messaging, reaching your selected recipient immediately

The sales team should pay special attention to the fact that of all the different avenues you can approach leads and customers through – SMS is by far the most effective as 95% of all SMS received are opened and read within one minute by the recipients!

Companies like yours who trust us

financial sector

Social Media Management

Hitch a ride on social media channels to ensure brand recognition.

  • Place pre-formatted social media icons in every message to encourage contacts to share special promos.
  • Use social tracking to identify social platforms where your messages get shared so that you can join the community.
  • Distribute posts and promotional pictures on Twitter and Facebook whenever you publish fresh content.
  • Schedule social media posts and save time.
  • Use eMailPlatform’s Facebook and LinkedIn Ads integration to find and target groups of like-minded shoppers.

financial sector

Automatic Flows

Automatic flows trigger actions based on recipient’s behavior will provide you with meaningful data about your customer relationships. The lifecycle of your customer is often long, and automatic flows enables you to recognize customer needs and assess their satisfaction levels. With these valuable data, you can develop strategies to overcome any hurdles your customers face, on all touchpoints, which will improve customer satisfaction and your bottom line. 

financial sector

Event Tracking

One of the biggest benefits of putting eMailPlatform to work and handle your email marketing is its ability allow your team to make informed decisions and introduce new exciting opportunities for your business. Reward your most engaged customers, re-engage those who are losing interest, remove the contacts you can no longer reach, re-evaluate and optimize your sending schedule and keep improving your relationship with your customers.  

Best of all, the eMailPlatform contacts database integrates with most CRM systems so your sales team can get the full context of a lead’s history and make intelligent follow-ups.  

financial sector

LeadScoring

All of your recipients are extremely valuable, so make sure to always track and register their behavior in emails, SMS messages and on your website – to ensure a constant stream of relevant and targeted messages so you don’t lose momentum – or start losing business to your competitors. 

LeadScoring will help you focus on the leads that are most likely to become a customer and will keep a dynamically updated list for you – so you can tailor your messaging with pin-point accuracy and win more business.

financial sector

Client Admin

More than one person in your marketing team?

Access a centralized overview of cross-user campaigns (countries, departments, brands), retrieve content that teams can work on, and view overall statistics for all campaigns. It is also possible to control which access points each user has to the platform as a whole, which menu items are “on” and which “off”, and more detailed access in Campaign Builder so the branding can be completely controlled from your headquarters.

financial sector

Statistics

Stop wasting your time trying to combine data from disconnected tools and databases.

See every detail about a lead, prospect or customer in one profile and view a chronological log of every touchpoint between the contact and you, such as email opens, click-through, content downloads, page visits, social media interactions, and more.

financial sector

One-to-Many

With One-to-Many you can handle unstructured data from products, transactions, stores, locations and behaviors.

Your data that can be retrieved from, APIs and other integrations, an ERP system, another backoffice solution, or the like. The transactional data can also be used in line with the other contact data and the collected behavior, for segmentation and as the trigger for automatic flows. 

“We had been using one of the main providers of email marketing but needed access to more advanced tools to measure our results and be able to analyze our activities. Happy to say we got a great set of analytics tools where we could track every movement from our market and our customers, and the change has been very visible across our business. Highly recommend having a conversation with their marketing experts and get some insight and ideas.”

Marketing Manager, Financial Institution.

Our experts are ready
to get you started