In this age of digital media and cross-device proliferation, keeping up with customers can be a major challenge for traditional banks and financial services companies.
Pressure from Financial Technology (FinTech, as the buzzwords go) startups have put them on notice. Unconstrained by tradition, these smaller, but more nimble marketers, are often perceived as more willing to test new waters when it comes to finding and engaging their audiences than the established financial industry stalwarts.
So, when a top 4 Bank came to us looking for a better way to reach small business owners sitting in their pipeline, it naturally peaked our interest.
Over on our blog, Senior Vice President of National Sales, Joe Dressler, outlines how this traditional finance company was able to leverage their customer data using CRM retargeting and drive results they could really take to the bank. (buh-dum-ching)
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