The disruption of the financial services industry is here. The growing presence of innovative fintech and big tech companies, increasing consumer demand for efficiency in managing finances, and the tightening of regulatory attitudes are impacting how marketers operate...
Despite the digital deluge, there has been a surprising resurgence of direct mail in financial marketing, highlighting its potential for higher conversion rates and deeper connections with consumers. Some key ideas to consider: • Direct Mail requires an investment...
When David Eckerly first arrived at Personal Capital in 2018, the company was largely a direct response marketer—a tactic that had been a highly successful strategy for early growth. But as it sought to compete with larger players, it knew it would have to wade into...
Direct mail remains a powerful tool in the banking sector’s marketing toolbox. Despite the prevalence of online platforms, the physical aspect of direct mail can significantly enhance customer engagement and retention rates. However, one of the most pressing...
The days of relying on a single marketing platform to reach existing and potential customers is long gone. Today’s fast-paced digital landscape demonstrates the need for banks to go beyond traditional marketing channel use and leverage multi-channel marketing...
When it comes to customer loyalty, all banking institutions face the challenge of ensuring they increase their visibility across all customer types. Banks also need to deliver on new accounts and keep their existing customer relationships. In the business world, it is...
