Bank Marketing and a 360 Degree Customer Focus

Banks are rethinking their traditionally product centric model and transforming to a customer engagement model. Practices from other industries can offer guidance in delivering to the needs of today’s more media-savvy customer.  Many banks need to reestablish their long standing leadership in trust and loyalty following the financial crisis. The leaders are building a more intimate, trusted relationship with their customers. Elements include:

• Enhancing analytics to provide a 360-degree view of the customer and profitability
• Enhancing the platform for customer engagement to be more nimble and responsive to the new media / social media environment
• Engage customers where they are with omni channel distribution
• Align the organization across marketing, sales, finance, HR and Technology, placing the customer first

A successful model should take a holistic view and tackle revenue generation as a balanced effort across each part of the marketing and sales funnel.

Recent Services Focus

• Strategy,  planning and program management
• Marketing automation and ESP selection
• CRM selection and Deployment
• Positioning and value propositions
• Branding and content collateral
• Content marketing programs
• Social media engagement
• Wealth management marketing
• Sales effectiveness.

Contact us to learn more.