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Marketing Automation Software for Banks

Marketing Automation for Banks is a full-scale solution for effective work with clients and complex automation of business processes of the bank. Marketing Automation for Banks is a web-based platform that combines all the tools needed for working with clients. The software aims to provide banks with the opportunity to work on reference processes and build personal communications with clients through modern communication channels. It provides complex automation of business processes at any level. The CRM has been developed with the needs of the banking sector and best practices of CRM systems in mind.

ApiWay Software categories Marketing Automation For Banks
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What is Marketing Automation Software

Marketing Automation Software allows to automate routine processes and help marketers to improve their efforts. This kind of software is able to analyze user behavior and target customers effectively with automated messages. Emails, sms, retargeting campaigns, setting tasks and other channels can be used in the most effective way to generate sales leads.

With the help of Marketing Automation Software you can create personalized communication processes within different customer segments.

For example:

  • First ad campaign shows up for people who never visited your website;
  • Second campaign for those, who visited your site, but didn't submit an application form;
  • Third campaign for those, who submitted the application form, but didn't make a purchase;
  • Forth ad campaign for those, who made a purchase and are willing to buy another product.

The entire customer journey must be created in advance. Every ad campaign can be run and controlled automatically. There are different communication channels in the various scenarios. You get started with Facebook and Google ads followed by emails and finally you reach a customer with text messages in chat-bot and sms. Scenarios can vary. The main thing to understand about it is that Marketing Automation is a pre-designed sale funnel that a user follows and every customer segment has its different way.

The difference between simple sale funnel and Marketing Automation

To some extent they are the same. "Classical sales funnel" is a part of Marketing Automation.
Most companies have linear sales processes. For example: User gets on your website by a search engine, looks through the information, gives you a call, reads your offer, makes a prepayment, gets a product or service.

But in fact, the customer way is much more difficult. The first step involves information search and using keywords on Google. That is the exact moment when you can run your first ad. After that, he clicks on your ad and visits your website without leaving his contact details. Next step is the moment to show retargeting campaign. The customer clicks on the retargeting ad and gets on your website again.

At this stage he is reading an interesting article or watching a video, which sells your product natively. Finally, he submits the form and leaves his email. Having received his contacts you start targeting him with helpful content via emails. It is important for a salesperson to give the customer a call and find out about his needs. He adds a tag and some notes to filter the customer In CRM.

Marketing Automation Software processes it and automatically launches another campaign, after terminating the previous one. Imagine, that you have a remote with button №1, №2, №3. When you press a button, the system launches the whole series of actions and communication chain with your leads.