Marketing Automation for Banks and Financial Institutions

Next-best-offer campaigns are a very effective customer development tool. Automatically give your customers tailored offers and suggestions based on their behavior and the products they already use. Generate more brand loyalty and increased sales through cross-selling and upselling.

You can have campaigns launched either by triggers (when a specific event occurs) or according to specific time units. Content can be retrieved on a daily basis, so your campaign never loses its relevance.

For transaction-related communication, you can rely on automated mailings. One of the biggest requests on the part of the customer is a digital solution. This bypasses telephone queues and other waiting times. It starts with automatic confirmation of the request and ends with predefined actions triggering the desired notification. In addition, forms and documents – even pre-personalized – can be provided quickly and easily. As a result, you save time, money and manpower. And also bringing you one step closer to closing new deals.

Potential customers thus have the opportunity to receive automated initial offers and information material. After just a few clicks on your homepage. This service can also be easily coupled with a newsletter subscription. This saves both you and the customer valuable time. Not to mention the self-growing mailing list. Following this process, you can launch automated welcome campaigns that result in customer onboarding campaigns.

If you decide to use the AGNITAS mail servers for sending mail, you can also still benefit from whitelisting. To protect personal data, we try to deliver the emails encrypted. Only if the receiving mail server does not support this, they will be delivered unencrypted, but this can also be suppressed if desired.

You can also provide smaller branches with an effective marketing tool via client management. You provide the mailing templates from a central location and the manager of the respective branch can communicate with his customers using your CD. Of course, each client also has every statistical function. Thus the evaluation of the mailing successes is no problem. As an administrator, you have access to all clients and can therefore always maintain an overview.

Each client can only view and manage its own recipients. This ensures that the communication meets the requirements of the EU-GDPR.

Do you offer appointments on your homepage? The EMM can support you here as well. Each customer automatically receives an appointment confirmation with his own ID and a link that allows him to cancel or reschedule the appointment. On your bank’s side, the appointment is automatically recorded and integrated into an internal calendar. You also have the option of sending appointment reminders. Here you can also list all the required documents again. Win-win situation on both sides: Less organizational effort on the part of your employees and less waiting time for customers. The E-Marketing Manager thus takes over the complete automation of your standard communication processes and relieves your employees.

In addition to external communication, internal communication must not be neglected. Particularly in branch-based companies, good corporate communications are essential to ensure that individual branches or divisions do not feel left behind. This also keeps identification with the company stable. Communicate all important information and messages to all employees in this way. Internal newsletters are the perfect tool for this. Establish different newsletter formats and target groups as needed. There are plenty of possible applications: from the monthly infoletter, which summarizes the most important events and news for all employees, to the occasion-related information letter for the branch managers. Mailings specifically tailored to certain employees are also possible. If, for example, there is a system conversion or process change, only the colleagues affected receive the information they need.

Communication is thus tailored to the individual employee. They receive information that is relevant to them and are not bothered by unnecessary content. In addition, more informal distribution lists are also conceivable – for example, there could be an eLetter especially for trainees or a free employee magazine. In any case, there are plenty of advantages: more motivation, loyalty, exchange and more fun at work.

Since it is an in-house system, you are the master of all your data. Not a single data record ends up with third-party providers. Sensitive personal data and information thus remain protected and cannot be tapped from outside.