SURVIVING THE CUTTHROAT COMPETITION WITH MARKETING AUTOMATION FOR FINANCIAL SERVICES

Find out how marketing automation helps financial institutions foster customer loyalty.

The increasingly competitive nature of the financial industry has marketers pushing for better results at a low cost. This demands that every initiative by your marketing team is worth the investment and keeps you ahead of the curve.

In other words, this demands an innovative solution.

As marketing evolves with technology, financial industries also need to migrate into the digital world to keep up with the competition and meet the rising standards of clients

Marketing automation for financial services—enhancing customer experience

Marketing automation comes down to leveraging data about your customer behaviour to provide a seamless and sophisticated service to them.

As consumer needs evolve, marketing automation for financial services is the perfect fit for financial institutions looking to win over new customers and retain their old customers.

Segment your audience

Think of client or investor data that you already host—collected from multiple sources like simple contact forms—and the history of their interactions with your organisation. All of these sources provide insights into customer behaviour and help you forecast market trends.

Automation tools can use this data to categorise your audience based on their demographics, industry, and even the types of services they’re interested in. The result is highly specific audience segments that guarantee you’re delivering the correct message to the correct audience.

Offer personalised services

Once you have specific customer segments, you can create one-to-one communication with your audience. Thanks to the personalisation tools offered by marketing automation platforms, you can create messages and offer content or services that would entice each of your audience segments.

This could range from value-added offers, updates about their investments, interest rates, and tailored advice for their specific circumstances.

Establish better responsivity

Live chat is a great way to build better interaction with your customers. Live chat widgets across your site enable your staff—customer service team, agents, or brokers—to address client queries faster.

Using auto-responders, you can immediately address customer requests, especially when clients have urgent financial needs or queries that need answers. Even when your teams are busy, auto-responders help direct customers to the relevant services without letting go of a single opportunity.

Refine your lead management

Behaviour tracking lets you automate your lead nurturing efforts and reach potential leads at the right time with the right kind of information that would encourage them to move further in your sales funnel. When a prospect shows interest in your offerings, auto-enrol them onto your nurture campaigns.

Additionally, you can discover what services they’re interested in at each stage of the customer journey, rank prospects and customers based on their suitability and levels of engagement, and spot hot leads.

Did you know?

Modern customers expect businesses to produce relevant content based on their individual purchase needs and the brands and organisations they interact with.

Understanding the audience’s behaviour and how their needs change accordingly is vital in refining their experience with your organisation.

Building a good customer experience amidst the evolving financial needs of customers is one of the top challenges faced by financial institutions.

Spotting the gaps in your customer journey and targeting your campaigns to align with customer needs goes a long way in overcoming customer satisfaction challenges.

What our clients say

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Brendan Zuza

Online growth group

"Thank you for all your help over the past 5 sessions. From the first session to last, the process has been crystal clear, which is very important when working with a new program (Keap). You've helped me develop automations and new systems which my clients are going to love. Really appreciate your help with Keap and passing on valuable practical industry specific knowledge."

Richard Kelly

Team Strategic Thinking

"It is rare to find a person who has such deep understanding of the technology and its application combined with the human attributes to nurture and teach new users in a simple and memorable way."

Chris H

Hinton Digital

"Awesome work Lyndi, We really appreciated your advice, training and the homework to get us started. See you next time."

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Fraser Mackenzie

Montalto Winery

"Launchy.io’s quick response and understanding of our needs have been outstanding. We’ve quickly started achieving our goals and have a fantastic roadmap of CRM opportunities in front of us. It's been great building relationships and working with all of the team."

Lucy Herron

The Lucy Rose Clinic

"Launchy took my business from a walk-in bricks and mortar business with a static online presence to an automation machine where we saw double the list growth, saved more than 20+ hours a week in repetitive admin time PLUS we smashed our revenue targets within a few short months of working together. I highly recommend working with them."

Mark Falzon

Mentoring For Inspired

"Sometimes you come across a company or people that truly gets it, someone that really understands the job at hand, knows what to do to make things happen and goes the extra mile. Launchy is one of those rare finds. I have had the privilege of working with Launchy & Crystelle and highly recommend them."

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Subriah Fonseka

Unique Wrought Iron

"Thank you so much for your help, I feel like these sessions are incredible I feel like you've given me more than what I thought these sessions would be, I thought they were going to be high level demo, I have nothing but praises to sing, it's been great"

Karen Lowe

123 Financial Group

"Cynara is the best in the business. Not only is her knowledge of Keap extremely impressive, she's also a supremely good communicator and trainer. And she is genuine about ensuring companies get the very best results from their Keap system. 10 out of 10."

Monique Ellis

Australian Racing Tours

"We implemented Keap Pro about six weeks ago and we can already see the impact it has helping us connect better with our clientele. Thanks to Sharon from Launchy for getting me kickstarted with the one on one coaching sessions. I found them so valuable and provide great insight and guide into things you are doing right and what you can do even better.."

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Nick Abregu

GORILLACO

"Without a doubt a master of her craft! Even 10 minutes with Crystelle is enough to open up your mind to the world of automation possibilities!"

Ben Fewtrell

MAX MY PROFIT

"I was recommended to Crystelle & Launchy from one of my team and I am so glad that I was. Crystelle has helped us to easily move into the world of marketing automation. Her knowledge is vast and in her own words loves the nerdy stuff! Making Crystelle & her team the perfect people to help you automate your marketing and create a lead generating machine online!"

Mark Falzon

Mentoring For Inspired

"Amazing to deal with. Helping me automate and scale my business. Amazing customer service. The team has really been helpful."

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Lucy Herron

The Lucy Rose Clinic

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Carrie Myton

Myton Consulting

"Launchy’s forward thinking and strategic approach systemised our marketing workflow in a way that made our new prospect and sales conversations seamless. Working with Crystelle & Launchy is a no-brainer."

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Mark Falzon

Mentoring For Inspired

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Brendan Zuza

Online growth group

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Ben Fewtrell

MAX MY PROFIT

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Nick Abregu

GORILLACO

"Without a doubt a master of her craft! Even 10 minutes with Crystelle is enough to open up your mind to the world of automation possibilities!
"

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Richie Nelson

BBQ DR

"Amazing to deal with. Helping me automate and scale my business. Amazing customer service. The team has really been helpful."

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Subriah Fonseka

Unique Wrought Iron

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Karen Lowe

123 Financial Group

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Monique Ellis

Australian Racing Tours

Marketing automation for financial services—Work with award-winning experts

Here at Launchy, we promise you the best industry insights and expertise that help your financial institution migrate smoothly into operated solutions.

With years of experience under our belt, we can help you understand the best ways to implement marketing automation for financial services, alongside the best tools you can leverage and even the best course of action to take to optimise your existing systems.

Reach out to our team today and start your journey to come on top of the increasing competition in the market.

Schedule a free consultation

FAQ

What automation support does Launchy cover?

Launchy can bring you the right tools, expertise, and training needed to initiate automation solutions with customised solutions spanning automation coaching, reviewing existing automation systems, strategic planning, and the implementation process.

How does marketing automation help build client trust?

The needs of customers are constantly evolving and financial institutions are compelled to evolve alongside those needs. Marketing automation allows you to build trust by meeting your customers’ expectations through personalised campaigns that can interest and attract their attention.

What are the operational changes I can expect with automation?

As a result of automating your sales and marketing processes, you can expect several upgrades in your financial institution like saving the time and money spent on your campaigns, accelerating processes by eliminating the need for manual labour, and increasing your conversion rate.