Adopt a “help us help you” mentality and work together on customized solutions
Posted: Tue Jan 21, 2025 4:51 am
Financial services companies are uniquely positioned to empower consumers by using their own data to make targeted recommendations. Beyond demographic profiles, banks can use other information to meet customers at specific points in their financial journey and offer personalized financial guidance.
USAA, for example, offers its customers a Financial Readiness Plan that combines customer insights with predictive technology to create a personalized action plan. This approach helps strike the right balance between informing customers while building trust.
A Milken Institute study found that 29% of Americans are uncomfortable asking questions about financial products in the first place, indicating that discretion about when and how to ask customers for personal information is key.
3. Provide ongoing support through content and calculators.
To be a true partner on the path to financial viber database: the key to successful business marketing wellness, ensure that those who need support can find it more easily and quickly by creating a solid content marketing strategy, employing SEO to create content targeted to consumer requirements, and amplifying content through strategic organic and paid campaigns.
Rise Interactive , a Quad company, helped build a financial empowerment program for one of the largest banks in the country. At the core of this program was SEO-optimized content on financial awareness and literacy, including unique calculators to help customers learn more about their mortgage payments, savings, and related topics.
The content was communicated through blogs, articles, videos and infographics, connecting with key audiences across relevant media channels. And it was supported by an integrated, full-funnel media campaign across native and programmatic channels, resulting in a 107% increase in traffic to optimized categories and a 35% increase in cost-per-acquisition savings.
The bottom line: Financial brands that use smart content marketing strategies can help inform customers about financial wellness possibilities they may not have considered before. By acting as true partners to their customers and refining their strategies to fit the moment, financial services marketers can accompany and guide their customers on the path to financial security.
USAA, for example, offers its customers a Financial Readiness Plan that combines customer insights with predictive technology to create a personalized action plan. This approach helps strike the right balance between informing customers while building trust.
A Milken Institute study found that 29% of Americans are uncomfortable asking questions about financial products in the first place, indicating that discretion about when and how to ask customers for personal information is key.
3. Provide ongoing support through content and calculators.
To be a true partner on the path to financial viber database: the key to successful business marketing wellness, ensure that those who need support can find it more easily and quickly by creating a solid content marketing strategy, employing SEO to create content targeted to consumer requirements, and amplifying content through strategic organic and paid campaigns.
Rise Interactive , a Quad company, helped build a financial empowerment program for one of the largest banks in the country. At the core of this program was SEO-optimized content on financial awareness and literacy, including unique calculators to help customers learn more about their mortgage payments, savings, and related topics.
The content was communicated through blogs, articles, videos and infographics, connecting with key audiences across relevant media channels. And it was supported by an integrated, full-funnel media campaign across native and programmatic channels, resulting in a 107% increase in traffic to optimized categories and a 35% increase in cost-per-acquisition savings.
The bottom line: Financial brands that use smart content marketing strategies can help inform customers about financial wellness possibilities they may not have considered before. By acting as true partners to their customers and refining their strategies to fit the moment, financial services marketers can accompany and guide their customers on the path to financial security.