Here’s an example by Venmo of using segmentation to target parents. Contacts in the “Parent” segment receive relevant content as part of a lead nurturing automation workflow. In this example, Venmo suggests opening an account for their teens.
With segmented contact lists, creating relevant marketing content is a breeze.
3. Launch email marketing campaigns
Email marketing automation is one of the most popular ways to turn contacts into customers.
You can automate:
email newsletters with industry insights
limited-time offers on your services
updates when your interest rates change
onboarding and re-engagement
monthly statements and personalized reporting
referral programs
Email marketing campaign example
Email marketing automation for financial services example by Fidelity.
Fidelity financial services email marketing campaign
This example by Fidelity shows how marketing automation for qatar telephone number data financial services enables cross-selling. You can also use a series of automated emails that slowly encourage leads to buy.
Email marketing automation case study
Island Federal Credit Union, a Long Island-based credit union, uses Brevo for its email marketing automation. With automated welcome and follow-up email sequences, Island Federal boosted customer engagement and now has 80% open rates.
"The ability for us to make aesthetically pleasing, functional emails in a short amount of time with limited coding and HTML experience is incredible. We can create a great, targeted, ready-to-roll-out email in 60-90 minutes, saving us a lot of time."
Chris Murray, VP of Marketing at Island Federal. Read the full success story.
4. Stay in touch with WhatsApp, SMS, and push notifications
Mobile notifications have high open rates, making them great for driving customer engagement. And 65% of customers who get a push notification convert within 30 days.
Reach contacts right in their pockets with automated messages including
Promotional offers
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
Further reading: The Complete Guide to Email Marketing for Financial Services
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