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.

Download our playbook to take a deep dive into the following seven behavioral marketing campaigns, their best practices and creative strategy:

     • Form Abandonment
     • Cross-Sell
     • Up-Sell
     • Welcome Series
     • Email Collection Lightbox
     • Exit Intercept Lightbox
     • Dynamic Website Content