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Financial Services: Data-driven, highly personalized communications for the ‘everything, everywhere’ age.

Financial Services success in 2021 means having the right data, MarTech and marketing assets to build personal connections with customers wherever they choose to engage.

It’s a transformed marketplace. According to a recent McKinsey study, e-commerce in the US experienced 10 years’ growth in just 3 months as customers moved online during the Covid pandemic. Cash has lost its throne as consumers continue to pay by contactless methods or at the point of sale. Insurance players have been similarly affected due to escalating risk of disintermediation by comparison sites.

In this swiftly evolving marketplace, financial service providers must ensure they’re reaching and engaging with their customers and potential customers. Companies need to get ahead of more agile competitors already offering a personalized, connected experience across the digital landscape.  

Transforming Transactions into Meaningful Connections

Applying our MarTech expertise and data capability, we were able to realize quick results for a leading US retail banking institution. Although they offer an array of successful financial services, the company was struggling with marketing effectiveness and control of spend. Our specialists, working with their marketing team, were able to deliver a cohesive messaging plan, as well as an impressive 37% savings.

Right Tech for 1-2-1 Mobile Engagement Automation

At Indicia Worldwide, we deploy Forrester Wave leading Braze for our clients. Our certified team mobilizes this platform in just a few months, giving clients the ability to transform their engagement, at scale, in ways that their end clients recognize as truly personalized.

If you’d like to know more about Braze and why it’s overtaken more traditional players in this space, plus our implementation successes then please contact Alan.Thorpe@indicia.konicaminolta.com 

Some of our combined experience in the financial sector:

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Want to realise ROI by delivering more engaging customer experiences online and instore?

We can help. Get in touch to find out more.