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INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL
SERVICES
© 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR IN...
INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL
SERVICES
© 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR IN...
INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL
SERVICES
© 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR IN...
INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL
SERVICES
© 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR IN...
INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL
SERVICES
© 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR IN...
INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL
SERVICES
© 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR IN...
INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL
SERVICES
© 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR IN...
INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL
SERVICES
© 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR IN...
INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL
SERVICES
© 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR IN...
INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL
SERVICES
© 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR IN...
INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL
SERVICES
© 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR IN...
INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL
SERVICES
© 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR IN...
INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL
SERVICES
© 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR IN...
INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL
SERVICES
© 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR IN...
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3 ways to gain customer trust and loyalty for f inancial customers

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Modern marketing for financial services sector is all about giving the customers the best experience in terms of engagement and ease of access. It is imperative to provide users with the right information at the right time to gain their trust and loyalty towards the brand.
Here are 3 ways which can help banks, insurance and other financial services companies gain and retain their customers online.

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3 ways to gain customer trust and loyalty for f inancial customers

  1. 1. INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL SERVICES © 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR INTERNAL USE ONLY 1 3 Ways to Gain Customer Trust and Loyalty for Financial Marketers
  2. 2. INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL SERVICES © 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR INTERNAL USE ONLY 2 1. Craft an Emotional Connection on Digital Channels Source of image: Google
  3. 3. INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL SERVICES © 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR INTERNAL USE ONLY 3 Traditional Way Digital Channels Customer Engagement 8 6 4 2 1 Inmillions Financial Marketers must build strong customer loyalty and connection by understanding their customer motivations. Financial Marketers can have direct conversations with customers by using digital channels like ChatBot, Banner Personalization, Browser push notification, etc. Source of image: Google
  4. 4. INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL SERVICES © 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR INTERNAL USE ONLY 4 ‘Because you always share an emotional connection with your customer’ Web push Notification ChatBot Banner Personalization Onsite Notification Wishing you a very Happy Birthday. Apply for lack credit Card now to avail Reward Points upto 10,000. Apply Now
  5. 5. INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL SERVICES © 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR INTERNAL USE ONLY 5 2. Simplify User Experience Source of image: Google
  6. 6. INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL SERVICES © 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR INTERNAL USE ONLY 6  Prospects or customers who undergo complex user experiences have a greater tendency of "dropping off" while engaging with their service providers.  To increase customer adoption and loyalty, financial companies must strive to ensure that customer experiences are easy to navigate. *This is an image with relevant information and easy to navigate*
  7. 7. INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL SERVICES © 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR INTERNAL USE ONLY 7 Below is the data of users dropping off from website if the message is not relevant. More than 70% leave website Around 30% stay in website *The website banner has a static message which is shown to every user*
  8. 8. INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL SERVICES © 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR INTERNAL USE ONLY 8 Hi John, Own the car you always loved Get a pre-approved car loan of Rs. 8,00,000. EMI starting at Rs. 8000/month APPLY NOW The website banner is hyper-personalized according to individual user journey. Hyper-personalized messages helps to increase website conversions by 40% by enhancing online user engagement.
  9. 9. INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL SERVICES © 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR INTERNAL USE ONLY 9 Source of image: Google 3. Use Customer Data Responsibly
  10. 10. INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL SERVICES © 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR INTERNAL USE ONLY 10 Source of image: Google Data breaches have risen 400% in financial services firms 0 1 2 3 4 5 6 7 8 2000 2010 2019 Banking Other Financial
  11. 11. INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL SERVICES © 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR INTERNAL USE ONLY 11 Source of image: Google  People entrust the financial services companies with their most personal information. It is the responsibility of the institute to provide them with the best possible protection.  Financial Services institutions should not go down the road of some of the leading big data firms who are facing severe backlash for misuse of customer data.
  12. 12. INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL SERVICES © 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR INTERNAL USE ONLY 12 Conclusion Source of image: Google
  13. 13. INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL SERVICES © 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR INTERNAL USE ONLY 13 Every customer wants to feel valued by their service provider. To maintain brand loyalty, they demand a seamless customer journey that culminates in an enriching and personalized experience on all digital channels. You can check out our blogs by clicking on the link below. https://blog.lemnisk.co/3-ways- financial-marketers-can-gain- customer-trust-and-loyalty Source of image: Google
  14. 14. INTELLIGENT AND SECURE GROWTH MARKETING PLATFORM FOR FINANCIAL SERVICES © 2019 ALL RIGHTS RESERVED | CONFIDENTIAL – FOR INTERNAL USE ONLY 14 Thank you
  • BijoyKB

    Mar. 28, 2019
  • sheshadriv

    Mar. 15, 2019

Modern marketing for financial services sector is all about giving the customers the best experience in terms of engagement and ease of access. It is imperative to provide users with the right information at the right time to gain their trust and loyalty towards the brand. Here are 3 ways which can help banks, insurance and other financial services companies gain and retain their customers online.

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