Meeting reminders
Communications triggered by specific actions (e.g. balance changes)
Transaction alerts
Account updates
News alerts
Further reading: WhatsApp Marketing: Definition, Tips, and Examples
5. Grow your reach with social media
Financial institutions are among the top three industries that pay for online ads. Include Facebook Ads in your marketing automation workflows to discover new customers, or retarget existing ones.
Automation financial services Facebook ad.
Source
6. Streamline management with CRM automation
Marketing automation for financial services also helps with backend tasks. With a CRM, you can see all of your tasks on shared dashboards for easy management. Automate and keep track of your business processes in one place.
Follow each lead’s progress with a lead scoring model.
Automatically assign tasks and notifications to list of qatar cell phone numbers your team members.
Carry out time-consuming tasks like updating customer profiles.
Automation financial services for CRM and deal pipeline.
Example deal pipeline in Brevo
7. Automate campaign analytics
With automated campaign reports, getting insight from your campaigns doesn’t take hours to do. Track clicks, views, and engagement and improve campaigns right from your email marketing CRM.
Automation financial services: campaign report.
Email campaign analytics in Brevo
Data-driven metrics give you the power to make each campaign better than the last.
Further reading: 7 Marketing Automation Practices to Maximize Your Results
Benefits of marketing automation for financial services
Improve lead generation and nurturing
Marketing automation is key for building personalized campaigns and following leads through the customer journey.
Lead scoring models help you find your most qualified leads and track their progress toward a conversion.
Lead nurturing campaigns and automation workflows make converting leads a science. Create tailored campaigns for your most important customer segments and deliver a personalized experience.
Understand your audience
Marketing automation software enables financial services to gather valuable insights into their audience in real time.
