SURVIVING THE CUTTHROAT COMPETITION WITH SOPHISTICATED 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
Automation in finance—enhancing customer experience
Marketing automation comes down to leveraging data about your customer behaviour to provide a seamless and sophisticated service to them.
As the financial needs of audiences evolve, marketing automation 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
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."
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."
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.."
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."
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."
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."
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."
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."
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!"
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!
"
Richie Nelson
BBQ DR
"Amazing to deal with. Helping me automate and scale my business. Amazing customer service. The team has really been helpful."
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.."
Work with award-winning automation 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 automate your workflows, 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.
FAQ
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.
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.
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.
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