Top Deliverability’s Blog
Sendingblue: 7 Ways to Use Marketing Automation for Financial Services
- March 7, 2024
- Posted by: Top Deliverability
- Category: ESPs Industry News Sendinblue
Sendingblue just released a brilliant write-up:
The economic outlook changes from year to year and financial institutions have to adapt in order to find new clients and grow their business. Marketing automation for financial services is a powerful tool that helps agents and brands succeed no matter the outlook. Financial institutions encounter unique challenges in their marketing efforts. These challenges include personalized communication at scale, lead generation, cross-selling, upselling, and accurate campaign tracking. The good thing is, automation is there to solve these exact issues. Read on to learn how automation streamlines marketing tasks and improves the customer experience. How to get started with marketing automation for financial services To automate campaigns, you’ll need a marketing automation platform or all-in-one CRM, like Brevo. As of 2022, 42% of financial institutions already use marketing automation. From your account dashboard, you can navigate to your automations tab. Most platforms will give you some premade automation recipes to start
Continued here: 7 Ways to Use Marketing Automation for Financial Services
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