Marketing automation in the financial industry
See how to use AI in financial services
Marketing automation in the financial industry
See how to use AI in financial services
Is automation in the financial industry possible?
Of course you can! Start with us the digital transformation of your business operating in this sector with the latest marketing automation solutions. We implement advanced tools for personalization and integration of data from multi-channel outlets, resulting in increased customer engagement.
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Convenience and efficiency of communication
We effectively segment your customers and deliver personalized messages through channels that are optimal for them (email, SMS, phone) and at the right time. Benefit from our experience in implementing advanced strategies that will increase conversions and allow you to more effectively manage the financial products you offer..png?width=300&name=Frame%204805%20(1).png)
We manage data and marketing consents
We aggregate and update customer data, allowing us to personalize communications and better tailor offers to individual needs. Our activities contribute to building long-term relationships and increasing consumers' lifetime value (CLV).
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Cross-channel campaigns
We take full advantage of multi-channel campaigns that combine data from different sources to increase engagement and sales effectiveness. Customer path management and sales decision automation are just some of the capabilities we offer to maximize your results.
We optimize sales processes
We analyze and optimize every step of the sales process offering suggestions for actions that yield the best results. Our data-driven strategies and customer segmentation enable more effective up-selling and improve retention rates..jpg?width=300&name=persooa-web-chat-images%20(2).jpg)