How to get started with marketing automation for financial services

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mdsah5125344
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Joined: Thu Dec 05, 2024 4:04 am

How to get started with marketing automation for financial services

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Use SMS to complement the rest of your digital marketing strategy
The beauty of digital marketing is that there are so many channels that you can use to interact with your customers. All of these channels tie together to create a marketing communication system that enables businesses to build relationships with customers and leads at great scale.

SMS and email marketing are two channels that are very complementary. You can create campaigns through both channels, using email for including more detailed information and SMS to communicate more time-sensitive or urgent information.

Further reading: The Ultimate Email Marketer's Guide to SMS Marketing
How does SMS marketing work?
SMS marketing messages are sent from “short codes,” as opposed to full telephone numbers. These short codes are typically 5-6 digits, and can be associated with one sender, or shared across multiple senders.

Many countries (including the US) do not allow sender information to qatar telephone number data be altered. This means your message will appear as a text message from whatever short code your provider used (not from your business). That is why it’s important to include your company’s name in the message.

There are two message types you can send with SMS marketing: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.

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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 you off.

Marketing automation for financial services workflow recipes.
Pre-made marketing automation workflows in Brevo.

You can also build custom automation workflows. Start simple, or build complex automations with a drag-and-drop builder. That way, you can nurture leads in the best way for your marketing strategy.
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