Financial marketing strategies
the fundamental objective is the client, who is the center of all its activity.
A bank or financial institution attracts its clients through strategies:
offline: at the bank branch itself, by visiting, being introduced by another client…
Online: web, mobile communications, social networks, etc.
Therefore, financial marketing strategies are based on direct actions on the potential client and working on all their areas.
Increasing the loyalty of a current customer
taking actions to increase the volume of services consumed by your client.
This is done through direct sales : the banking business is based on the purchase and sale of the use of money.
It collects its clients’ savings for safekeeping, which it subsequently lends to other clients to finance their personal maximum date to be achieved or business expenses.
Savings product example:
a term deposit, an investment fund, a savings plan, etc.
Financing product example:
a mortgage, a personal loan, a credit policy, a discount line, etc.
They also achieve this through cross-selling : they use the sale of one product to sell another complementary product or service.
Cross-selling example:
life insurance, home insurance, credit card, etc.
With the acquisition of a new client
that is, carrying out constant denmark phone number list commercial action in search of new clients through their databases, absorption or merger of the competition, digital tools to capture contacts, investment in advertising to attract clients, etc.
Through new referrals
within active search, there is an important part which is looking for new clients recommended by a current client.
In order to carry out a good financial spam data marketing strategy, it is essential to have a powerful crm that offers real and instant information.