CRM and Marketing Automation for Financial Services
If you want to build strong relationships with your customers, build brand confidence and sustain customer loyalty, CRM and marketing automation is essential.
CRM and Marketing Automation systems are only getting more powerful as time goes on, and these platforms are advancing FAST - which is great news if your business is looking to step up its marketing game - the tools are ready and waiting!
CRM And Financial Services
Customer Relationship Management (CRM) is just as important to the financial sector as it is for any other business. CRM will help you to manage your customers and their needs in the best way possible, enabling you to come up with the right solutions, quickly.
CRM will help you to communicate with your customers in their preferred way, and help you to match them with the right financial products to suit their needs - whether that’s a joint saving account, or a life insurance policy. By being able to track your individual customer data you can get a full view of 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 your customers the service they expect, including real-time responses to enquiries, as well as allowing you to track product purchasing trends and discover new engagement opportunities so that you can implement personalised customer experiences.
They say that time is money, and CRM is going to save your business buckets of both by keeping repetitive administrative tasks to a minimum, streamlining your processes, and keeping every team member informed of their customers’ needs across the board.
Marketing Automation And Financial Services
Whatever the sector, marketing automation is an essential tactic when it comes to growing your client base, optimising your marketing performance and keeping hold of your customers.
At Flowbird we know that timing is everything, and marketing automation means that your email subscribers will receive the right message at exactly the right time and allow you to set reminders for insurance policy renewals or loan payments (for example), saving you and your team time, all 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 in place will build trust in your brand and keep customers coming back for more. Marketing automation means that you can deliver consistently good customer experiences with engaging landing pages, retargeted ads and emails, as well as building personalised loyalty schemes.
By having an insight into your customers’ interactions with your business, you’ll receive a complete overview of what they want and need, making it easier to send relevant messages and material - and it’s this personalised service that 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 real beauty of marketing automation? A good platform will allow you to reach your customers whenever and WHEREver, whether you’re targeting prospects on social media or speaking to clients via a live chat, the adaptive design of marketing automation 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.
Flowbird is fast becoming the financial sector’s first choice when it comes to customer retention and effective marketing automation. We can take a look at your current sales process, let you know how it can be improved upon, and consult on the best practice for moving forward. We will help your financial service businesses to grow and thrive, increase customer volume, strengthen customer relationships, and maximise revenue.
So get in touch with our expert team today! We can put in place a customised plan jam-packed with strategies for every stage of your customers’ journey using marketing automation to ensure that you are generating and converting leads, growing your website traffic and engaging in intelligent marketing.