Financial Services

Evergage Blog

Personalization & Customer Data Platform Ideas and Strategies
4 Ways to Use Personalization for Financial Services

4 Ways to Use Personalization for Financial Services

February 5, 2016 by

The financial services industry is in the midst of a marketing revolution. Many financial institutions are focused on driving customers and prospects to their physical branches or to call agents, yet research shows that 43% of customers find it more convenient to engage via email, websites or mobile devices. The industry is also challenged with providing customers with a positive digital user expe […]

Four Rules for Elevating Your Digital Customer Experience

Four Rules for Elevating Your Digital Customer Experience

January 25, 2016 by

Ever since I started working in the professional world, I’ve needed to buy new suits and dress clothes about every six months. I used to go to the department store and wander around frustrated. I didn’t know the current trends or the inventory – and didn’t want to invest the time getting to know them – and I had a hard time selecting and matching fashionable clothes. Furthermore, even th […]

Must-Follow Marketing Trends for Financial Services CMOs

Must-Follow Marketing Trends for Financial Services CMOs

December 21, 2015 by

Slowly and steadily, financial services companies are modernizing their marketing through magazine-like editorial hubs, personalization tech, and highly targeted promotional offers. Just take a look at First Republic Bank, The Hartford and American Express. All of these financial services leaders have thriving content marketing programs, are building audiences in the communities that they serve, a […]

Geo-Targeted Offers Increase Engagement for Top Financial Services Company

Geo-Targeted Offers Increase Engagement for Top Financial Services Company

December 11, 2015 by

When someone considers opening a bank account with a financial institution, there are a number of things they’ll typically evaluate – branch and ATM locations, interest rates and account fees, just to name a few. Knowing this, financial services companies would be wise to  utilize their digital properties to surface information that addresses common questions and creates a relevant user exper […]

Are You a Creepy Marketer? Here Are a Few Signs

Are You a Creepy Marketer? Here Are a Few Signs

December 10, 2015 by

A few weeks ago, I attended the Digital Marketing for Financial Services Summit (DMFS) in New York. During the brief two-day event, I sat in on a number of interesting presentations and panel discussions and, as someone representing Evergage, I was thrilled that personalization was top of mind for so many attendees. However, I was also oddly surprised how often the word “creepy” – as in, d […]

How Financial Services Brands Can Supercharge Their In-App Messaging

How Financial Services Brands Can Supercharge Their In-App Messaging

October 22, 2015 by

When it comes to in-app marketing on desktop and mobile, customer acquisition is only part of the equation. In addition to encouraging adoption of your product or service, you need to find a way to keep your audiences engaged, educated and coming back. With digital channels being a staple in consumers’ lives, in-app messaging provides a direct way to build critical relationships, establish a sen […]

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