Financial Services Behavioral Marketing Playbook

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.

In this report, 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.

Read the Playbook:

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