B2B Financial Services Digital Marketing, Website Development - edynamic

Digital Marketing for Financial Services

Digital is changing the game for Wealth/Asset Management and Private Banking companies.

We help financial services companies engage better with customers, channels and advisors. edynamic provides strategic customer lifecycle marketing and advisor enablement solutions for financial services driven by engaging design experiences and contemporary digital marketing platforms.

Who do we work with


  • Wealth, Asset Management and Credit Card companies selling products/services to individual (B2C) and enterprise/group (B2B) customers

  • Private Banking companies and Credit Unions with retail and institutional/corporate customers

Why work with us

  • We have experience of over 10 years and have delivered 100+ projects in the financial services industry
  • We cover every aspect of customer lifecycle marketing from demand creation/generation, pre-sales, sales enablement, enablement of partner and advisor channels, customer support to upsell/loyalty
  • We offer strong expertise on customer, advisor and channel focused strategies. We bring in our experience design and digital marketing technology capabilities to execute on strategies we create for financial services companies
  • We have a rich body of work on key digital initiatives with leading financial services companies
  • We have used our industry insight and experience to create solutions and capabilities that truly enable financial services marketing and operations

Services

We provide marketers with services that meet their demand generation, customer acquisition and customer service needs

  • Strategy

    • Digital Strategy for customer acquisition and engagement
    • Digital marketing technology strategy and selection
    • Content and engagement strategy
  • Website

    • Website relaunch
    • Website maintenance and support
  • Marketing Automation

    • Lead generation and management
    • Website and CRM integration
    • Campaign planning and execution
    • Demand generation operations outsourcing
  • CRM

    • CRM simplification and dashboards
    • CRM implementation
    • Integration with website/CMS and marketing automation
  • Social and Community

    • Private and community strategy and implementation
    • Social platform strategy and implementation for customer service
  • Analytics

    • Cross-channel analytics planning
    • Analytics implementation
    • Reporting and insight
  • Managed Services

    • Website Operations
    • Marketing optimization
  • Mobile

    • Responsive design implementation for websites for multiple devices
    • Mobile applications for quotes, calculators and other acquisition tools
  • Digital Marketing

    • Search engine optimization strategy and implementation
    • Social media marketing strategy and implementation
  • Marketing

    We provide marketers with services that meet their demand generation, customer acquisition and customer service needs

    • Strategy

      • Digital Strategy for customer acquisition and engagement
      • Digital marketing technology strategy and selection
      • Content and engagement strategy
    • Website

      • Website relaunch
      • Website maintenance and support
    • Marketing Automation

      • Lead generation and management
      • Website and CRM integration
      • Campaign planning and execution
      • Demand generation operations outsourcing
    • CRM

      • CRM simplification and dashboards
      • CRM implementation
      • Integration with website/CMS and marketing automation
    • Social and Community

      • Private and community strategy and implementation
      • Social platform strategy and implementation for customer service
    • Analytics

      • Cross-channel analytics planning
      • Analytics implementation
      • Reporting and insight
    • Managed Services

      • Website Operations
      • Marketing optimization
    • Mobile

      • Responsive design implementation for websites for multiple devices
      • Mobile applications for quotes, calculators and other acquisition tools
    • Digital Marketing

      • Search engine optimization strategy and implementation
      • Social media marketing strategy and implementation
  • Operations

    Our services meet marketing and revenue improvement needs of financial services companies for their advisor, distribution channels

    • Strategy

      • Digital Strategy for advisor, channel acquisition and enablement
      • Digital technology platform strategy and selection
      • Content and engagement strategy
    • Portal

      • Portal design and development – advisor, bank advisors, distribution, customer
      • Portal maintenance and support
    • Marketing Automation

      • Lead generation and management
      • Website and CRM integration
      • Campaign planning and execution
      • Marketing automation operations outsourcing
    • CRM

      • CRM simplification and dashboards
      • CRM implementation
      • Integration with marketing automation
    • Social and Community

      • Private and community strategy and implementation
      • Social platform strategy and implementation for channel servicing
    • Analytics

      • Cross-channel analytics planning
      • Analytics implementation
      • Reporting and insight
    • Managed Services

      • Portal Operations
      • Portal optimization
    • Mobile

      • Responsive design implementation for portals for multiple devices
      • Mobile applications for quotes, calculators and other self service tools
  • IT

    Our services are focused on using SharePoint to bring business efficiencies, process management and collaboration

    • Intranet

      • Intranet strategy
      • Design and development on Microsoft SharePoint
    • Document Management

      • Knowledge management strategy
      • Implementation on Microsoft SharePoint
    • Managed Services

      • Maintenance and support of SharePoint applications
      • Platform/infrastructure maintenance and support for SharePoint

We support your customer lifecycle marketing and channel initiatives

  • Product Launches

    Launching a new product successfully today requires customer engagement months before the release using integrated email, social and web-based campaigns that generate upfront demand.

  • Website Relaunch

    Whether you want to update the visitor experience or deploy a new CMS to make your life easier, we have delivered hundreds of new or refreshed websites for our customers.

  • Customer Acquisition

    You may have a mandate to increase the quality and quantity of leads to Sales, and we have a proven approach using inbound and content marketing to drive new customer demand.

  • Content Strategy

    From product information management (PIM) systems to audience segmentation and content planning, we take a broad view of what 'content strategy' means to product-driven technology companies.

  • Channel Enablement

    Growing and empowering your advisor channel requires that they have the right tools at hand to engage and support their customers successfully.

  • Advisor Enablement

    Growing and empowering your advisors and brokers requires that they have the right tools at hand to engage and support their customers successfully.

  • Customer Service & Support

    Strong customer service and support requires that you engage personally with your customers to up/cross sell and provide them with the self service tools that enable them to become loyal and referable customers.

Our Work

We help some of the most well-known brands acquire new clients and engage with them.

Credit Card | Case Studies

Fortune 100 Credit Card Company

edynamic has helped to transform their digital marketing, driven acquisitions up by more than 40% and reduced operations costs by more than 60%.

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Wealth Management

Fortune 50 Wealth Management Company

edynamic recommended an engagement marketing strategy and program for customer’s advisor channel.

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Liberty-Mutual

Liberty Mutual

edynamic transformed the way Liberty Mutual, with $33BN in revenue, conducted business with their internal and external providers via a Digital Strategy & empowering User Experience.

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Awards

Hermes Award, Gold Winner
Hermes Creative Gold Winner
AVA Digital Award, Gold Winner
AVA Digital Gold Winner
Horizon Interactive Award, Bronze Winner
Horizon Interactive Bronze Winner
Webby Award, Honoree Winner
Webby Official Honoree Winner
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