Financial Services Behavioral Marketing Playbook

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What's it about...

In today’s digital age, consumers prefer to manage their financial lives online whether that is opening an account, applying for a loan, or optimizing their investment strategies. With the rise of FinTech, having a digital marketing strategy that creates a great customer experience is essential in acquiring, growing and retaining your customers.

In fact, 74% of consumers get frustrated when they receive messages that have nothing to do with their interests. By transforming web experiences and sending triggered emails in real-time using their unique behaviors, marketers can convert customers faster and keep them coming back. 

What you'll learn...

  • 7 behavioral marketing campaigns, examples and creative strategy
  • Statistics and tips for financial services marketers
  • How to get started in personalizing email and web marketing campaigns to increase engagement, revenue and customer loyalty