Use of marketing automation by providers of financial and business services, and non-profits

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Use of marketing automation by providers of financial and business services, and non-profits

Automated processes are slowly becoming a norm rather than the outliner. The shift towards learner operation was especially accelerated by the pandemic, and using Communication platform as a service became a popular choice of many marketers wanting to maximize their execution time. Today a dynamic range of industries, including providers of financial and business services, and even non-profits use marketing automation solutions to streamline and simplify their outreach and engagement efforts.

Financial services

At the time when digital is bringing about commoditization of financial services, making use of highly personalized and relevant marketing is among the best ways to stand out against the competitors. Winning the loyalty and trust of your target audience is imperative for success, but the stretched internal teams and inefficient processes at the financial sector can prevent this from happening. This is where marketing automation software can prove to be useful. They can allow for efficient customer segmentation, targeted communication and personalized interactions. Marketing automation software may even measure and attribute marketing efforts directly to ROI.

Many financial companies engage with both borrowers and investors. Hence, sending the right communication at the right time is critical for them to build relationships and drive sales. Fortunately today you can use Marketing Automation to Drive Sales and send tailored messages to each of the target audience that resonate with them, and encourage them to take the desired action.

Business services

People offering business services generally see a long sales cycle. As a result, it these companies need to make efforts to stay at the top of the mind of the customers, maintain contact and make each interaction as tailored as possible to seal the deal. Lead generation and nurturing is immensely imperative, and can be ensured with automation platforms facilitating omni-channel marketing. Platforms for Omnichannel Marketing in India help deliver dynamic, personalized and real-time messaging to the target audience, and sway them towards your brand.

Non-for-profits

For non-profit organization, it is paramount to maximize time, effort and spending, especially when their marketing investment is funded by grants and donations. Marketing automation is useful in driving key business initiatives like event marketing, volunteer recruitment and fundraising. Marketers can not just ensure more efficient marketing across these objectives, but also report on them with a lot more ease.

On the whole, marketing automation is touching almost every industry today, no matter whether they are a typical corporate house or a non-profit.

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