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