The new consumer is not like the old. This means your bank has to be more than a bank. They must be contextual to the needs of the consumer, which are far past just financial. Here's what you need to know.
11. New ERA means new
consumer demands.
Not just more media.
12. “
“
51% of Millenials
said their bank had
nothing to offer them
over a competing bank.
Viacom Media Networks http://www.millennialdisruptionindex.com/
@msweezey
13. “
“
71% of Millenials
would rather visit the
Dentist than listen to
what a bank had to
say.
Viacom Media Networks http://www.millennialdisruptionindex.com/
@msweezey
14. “
“
73% of Millenials would
rather hand their financial
services needs with Google,
Apple, Amazon, PayPal, or
Square than with their own
nationwide bank.
Viacom Media Networks http://www.millennialdisruptionindex.com/
@msweezey
17. Available
The lowest level of context and it is easy to
understand why. There is no way to be contextual if
you are not there. Once there you then begin to
compete on other levels, and to other degrees.
21. Marketing must be contextual across all
channels, and specific to the moment. This
means a minimum of the following
connected systems:
• CRM (system of record)
• Marketing Automation (system of engagement)
• Website (owned engagements)
• Product (increased value)
System
Of
Context
@msweezey
22. Marketing Sales
Service
Single Customer
View allows for
contextual
experiences to be
automated on any
connected channel.
Automation Platform (s) CRM
System of relevance
Allows for plug and
play integrations
with other apps who
use data, and add to
data.
Website
Product API
Supports direct integration
into your products and
website for dynamic in
product experiences, and bi
directional data flow. @msweezey
24. PERSONAL
Personal is the idea of a completely fluid set of
experience created for a single person, directed
completely by the periphery. You never created the
experience, rather a set of parameters.
25. 65% of buyers would switch
brands if the vendor doesn’t
personalize communication– SFDC
RESEARCH 2016
“ @msweezey
28. Each of these
content blocks is
an iframe
provided by the
marketing
automation tool.
They change to
match the person
on the webpage = a
zero click
experience.
32. This is MY banks
Website
I’ve been a
customer for 20
years
Why are they
asking me to open
an account?
33. This is what
it should
look like
1 – How to invest like a pro
with under 1k a month.
2- Why buying a house is
money in the bank.
This is Jill, your personal banker. I
took a look at your account and
wanted to suggest a few things.
• This makes the right
content available
• Opens up a chat with
your customer
• This is how consumers
want to engage.
38. AUTHENTIC
Means more than just being genuine, it is “What is
expected” It means helping people have the
experience they believe they should be having.
39. Do you do “A” or “B”?
HOWDOYOU
Manageyouremail?
45. RICHTEXTISAUTHENTIC
This email took less
than 2 minutes to
create
John,
Have you meet Jill the Banker yet? She writes for banking
monthly. Check out her last article, I think you’ll like it The New
World of Business.
Best,
Mathew
@msweezey
46. 15th largest bank
In the UNITED STATES
DID A SIDE BY SIDE
with HTML v RICH ->
INCREASED
ENGAGEMENT
BY4x
@msweezey
52. RICHTEXTISAUTHENTIC
This email took less
than 2 minutes to
create
Mat,
Not sure if you saw this yet, but figured you’d enjoy Brian’s take
on financial freedom LINK TO THE TWEET.
Best,
Jill the banker
@msweezey
53. ThisAccomplishes
• Social proof
• Connects to your social channels
• Introduces them to another
social account
• Gets more miles out of great
content
@msweezey
55. I live in
Charleston, this
is a Banker from
my Bank, in my
town. She only
has 38
connections?
Why am I not
connected to a
banker?
56. Mat,
So glad you moved
to Charleston. Have
you been to the
Daily yet for
Coffee? It’s around
the corner from our
office. Here’s a cup
on me.
Jill the banker
63. DYNAMIC
Sales jumped 50% by
introducing dynamic
content to their website and
email. They saw over $700k
of sales from online in the
first month.
DYNAMIC CONTENT
BASED ON WEB
BEHAVIOR
DYNAMIC
DYNAMIC
DYNAMIC
@msweezey
68. 51% of the time a CEO’s picks
up their mobile device
because they are bored.
- Pew Research
“ @msweezey
69. Social media is the modern
day smoke break
ESCAPE CONTENT
“
Give people something to
enjoy, and help them escape
from their day. This is
authentic to social
channels.
@msweezey