Retaining Customer Loyalty should be one of the main objectives for your financial service company. It's much more cost-efficient to keep a customer than to try and gain new ones for your financial service company. That's why we developed a wide range of marketing automation tools like Customer Loyalty that will allow you retain customer loyalty.
E-mail reminders for your financial service company
Our marketing automation system for your financial service company allows you to send targeted e-mails directly to any customer that previously used one of your services, or purchased a product, and that, after a specific delay for each e-mail. For example, someone who purchased a season's pass for skiing would receive an e-mail inviting them to renew their pass the following fall.
Same thing if someone purchased a specific product. For example, we know that someone needs to make their oil change around twice a year. Our system will automatically send an e-mail to inform them that they need to make they're due for their oil change and they can purchase everything they need with a simple click.
Similar products for your financial service company
Even though this isn't really marketing automation, it's still a great way to keep customers for your financial service company. When purchasing, it's crucial that you diversify your offerings to give you the greatest chance of closing a sale for your financial service company.
Sites like Amazon have understood that for a while now. For each product you view, they'll also offer a list of similar products and/or products that other customers have purchased at the same time as buying this one. Our system allows you to either specify exactly which products you want to display for your financial service company, or let our automated system offer products depending on previous customer's habits for your financial service company.
Automatically send promotional e-mails for your financial service company
A customer who previously purchased one of your products is always susceptible to purchase it again. That's why we developed a system that automatically sends an e-mail to every customer who previously purchased that product.
So for every previous order for this product, the customer will receive an e-mail inviting them to take advantage of this limited time offer. It allows you to keep contact with your customers and you know that each e-mail that was sent has a great chance of monitezation since it was targeted directly to your customers who you know have a great interest in that specific product.
Customer Hyper-segmentation for your financial service company
Customer segmentation for your financial service company allows you to better target your promotions and concentrate your energy (and budget) where it really counts. Our system allows a really intricate segmentation of customers for your financial service company.
Thanks to our Customer Loyalty for your financial service company system, you'll be able to not only send automated e-mails, but also manually send targeted e-mails to customers that are more likely to end up purchasing products for your financial service company. For example, you'll be able to send a specific promotion to customers who have previously purchased a certain product in the last couple of months, but who haven't purchased another product recently. It's a great way to not only push recurring purchases but complementary purchases as well!
Customer profiling for your financial service company
Being awayre of exactly who you're talking to is of the utmost importance today. Knowing a customer's profile for your financial service company (what he's interested in, if he knows about all your services, if he recently ordered any products, etc.) doesn't only allow our automated system to better target him, but also a sales team for your financial service company.
The various tools we've developed in our system allow you to view every interaction a customer for your financial service company has had with you. Whether it's a visit on your website, a product order or just any read or click in one of your many newsletters, you'll be able to get a general view of your customers' interests for your financial service company.
Lead generator for your financial service company
Knowing someone has shown interest in your product is a good start when trying to close a deal for your financial service company. That's why we created a Customer Loyalty system that automatically generates leads depending on customers' habits for your financial service company.
Being aware of the importance of generating (and monetizing) leads for your financial service company, our Customer Loyalty system makes an automatic follow-up for each lead it encountered. For example, you know that a customer has viewed your latest promotion but never ended up purchasing it, our system will be able to contact that specific customer again to try and close the deal for your financial service company.
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