Lead the Financial Services Industry in Marketing While Driving Your Sales and Personal Brand
Make the newsletter signup process easier for your clients and prospects and avoid potential users dropping off due to complexity or length. After a signup, build loyalty and gain more conversions.
Simplify Financial Marketing, Save Time and Money with Personalized Content
A simple signup process and personalized emails will help attract and keep more newsletter subscribers. Automatically personalize the email newsletter flow based on each client or prospect's interaction with the emails. Personalized emails reduce unsubscribe rates and boost conversions. Automated contact management keeps information organized. An automated unsubscribe process helps financial institutions stay compliant with anti-spam laws and regulations.
The steps to success
Set up an easy newsletter signup
Use the SimplyCast 360 drag-and-drop tool to create a simple signup process. Engage your clients and prospects with different communication methods, such as SMS and email. Users can specify their preferred mode of communication. This way users get information you know they will read.
Automatically organize your clients and prospects with personal profiles
After users sign up to receive your newsletters and begin to receive them, their interactions are tracked. All of this information is stored in the users personalized profile. In turn, this information can be used to target each user based on their interests.
Instantly welcome new prospects
After signing up, users immediately receive a welcome/thank you email. By learning more about each user, you can send personally targeted promotions and advice.
Manage your email schedule
In newsletter campaigns, it can be helpful to use delays. Sending email after email may overwhelm the user causing them to unsubscribe. Timed emails ensure that you touch base with users without bombarding them with emails.
Re-engage clients and prospects with personalized content
Reconnect with users through a second email. Keep users interested by using entertaining and informative content. Try using an A/B split to test different emails and see which is more effective. Detailed analytics will show you how to optimize your content.
Engage prospects who have fallen off
You can use any form of communication to re-engage users. Try using call flows, or SMS messaging. By doing this you can address any issues users might be having. If the user becomes active, move them into the active newsletter flow.
Customize newsletter flows based on your clients' responses
After the initial setup and welcome email, you can customize your email send dates and delays. Try A/B testing send times and intervals to see which ones work best.
Build stronger relationships with clients
Marketing automation tracks and stores all your clients and prospects' email and website interactions. You can automatically send out targeted emails and your software shows you who is a great prospect and who needs to be contacted again.
Nurture clients with personally targeted information
Once you have an active client, you can connect your newsletter flow to a nurture flow in order to qualify leads. This process is described in the General Lead Nurturing flow.