CRM and Marketing Automation for Financial Services

CRM And Financial Services

Customer Relationship Management (CRM) is as crucial to the financial sector as any other business. CRM will help you manage your customers and their needs in the best way possible, enabling you to develop the right solutions quickly.

CRM will help you communicate with your customers in their preferred way and match them with the right financial products to suit their needs—whether a joint savings account or a life insurance policy. By tracking your customer data, you can fully view their financial goals and deliver a personalised service that will build trust and loyalty—and keep them away from the competition!

CRM enables your business to give customers the service they expect, including real-time responses to enquiries. It also lets you track product purchasing trends and discover new engagement opportunities to implement personalised customer experiences. 

They say that time is money. CRM will save your business buckets by reducing repetitive administrative tasks, streamlining your processes, and informing every team member of their customers’ needs.

Marketing Automation And Financial Services

Whatever the sector, marketing automation is essential for growing your client base, optimising your marketing performance and keeping hold of your customers. 

At Flowbird, we know that timing is everything. Marketing automation means your email subscribers will receive the right message at precisely the right time. It also allows you to set reminders for insurance policy renewals or loan payments (for example), saving you and your team time while keeping clients engaged and in the loop. 

Building customer trust and loyalty is always the aim of the game when it comes to getting repeat business, and the financial sector is no exception. Having top-notch, on-brand communication systems will build trust in your brand and keep customers returning for more. Marketing automation means that you can deliver consistently good customer experiences with engaging landing pages, retargeted ads and emails, and personalised loyalty schemes. 

Gaining insight into your customers’ interactions with your business will give you a complete overview of what they want and need, making it easier to send relevant messages and material. This personalised service will bolster customer confidence and loyalty. Tracking your audience through marketing automation means you can get to know your customers better and meet their needs before they start looking to your competition to do it for them!

And the natural beauty of marketing automation? A good platform will allow you to reach your customers whenever and wherever you are, whether targeting prospects on social media or speaking to clients via live chat. Marketing automation's adaptive design means that your systems can be mobile-ready—ideal for the customer on the go, which, let’s face it, is most of them these days.