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How Marketing Automation is Transforming Financial Services Firms

"The adoption of marketing automation technology is expected to increase by 50% by 2015." – Sirius Decisions

Marketing in financial services firms has gone through a radical transformation. New digital elements have increased the rate of change – sometimes it seems like we need to learn a new channel or tool every few months – while new internal tracking and analytics tools have increased both the visibility of marketing efforts, and their need to prove bottom line results.

At the same time, financial companies are facing competition from both traditional institutions and new disruptive technologies, such as Square and Apple’s iTunes making brand awareness and outreach more important than ever.

In the competitive world of finance – where every dollar has always been vital and customer acquisition costs can be high – getting the most out of your team and constantly improving your outreach efforts is imperative to survival.

Enter marketing automation, the best way for companies to leverage new technologies to automate many processes they used to do by hand allows companies to reach a wider audience, and measure the impact on their efforts, without adding more hours to the day.

In this webcast, Rahul Khosla, Partner at edynamic has discussed how best-in-class financial services firms are using new marketing automation tools, such as personalization and 360 insights, to engage their customers and prospects and reduce their acquisition costs.

Marketing automation in Financial Services

In this webcast, we will cover:
  • What to look for in a Marketing Automation Solution
  • What does a Marketing Success Plan look like
  • Opportunities to move from expensive offline to low cost digital
  • How to effectively use outbound and inbound marketing channels to deliver business goals and bottom line sustainability
  • How to do more with less – delivering more campaigns, generate more win-ready leads, and improve sales performance
  • How to deliver a better customer experience
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