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Discover the Latest Digital Marketing Trends for the Financial Industry

6/2/2024

In our latest webinar, Ana Lucette from Orange Digital CX led a conversation with Vicente Piña from Salesforce, exploring the most current trends in marketing marketing.

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We examine every aspect of the financial industry, from security strategies to customer personalization.

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In addition, Jesús Cuellar from Orange Digital presented us with a demonstration through a case study of Salesforce Marketing Cloud, revealing the secrets behind campaign optimization.

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But that's not all, we were honored to have Andrés Castro, deputy director of CRM & CX of Hey Banco, who shared his experiences and knowledge about the tool.

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Get ready to immerse yourself in a world of knowledge and opportunity.

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Here is a summary of what we learned.

The importance of Customer Communication:

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In an industry like the financial industry, rising costs and economic volatility make effective communication even more crucial to building strong customer relationships.

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The need to offer personalized advice emerges as a fundamental strategy to build customer loyalty in the face of ever-evolving financial uncertainty.

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Personalization and anticipation of customer needs are vital to customer retention and satisfaction in an increasingly competitive environment.

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Digital Experience as a Key Differentiator:

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The growing demand for better digital experiences highlights the importance of technological innovation in the financial industry.

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Recent statistics show customer preference for digital processes to open new accounts and acquire new services or products, underscoring the need to adapt to these changing expectations.

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71% of customers seek digital processes to open new accounts and acquire a new service or product, highlighting the importance of seamless and efficient digital experiences.

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Personalization and anticipation as an engagement strategy.

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Proactive and personalized communication emerges as a crucial factor in retaining customers and improving the user experience in the financial industry.

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Strategies focused on data unification and communication adaptation are essential to increase the effectiveness of marketing campaigns and improve customer satisfaction.

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The implementation of Salesforce Marketing Cloud has resulted in a significant increase in the number of communications and open rates, allowing for scalability in communication efforts across multiple channels.

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In an environment as dynamic as the financial industry, staying on top of the latest trends and leveraging the right technology tools can make the difference between success and stagnation.

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With Salesforce Marketing Cloud as a strategic ally, and hand in hand with a partner such as Orange Digital CX, financial institutions can offer personalized and effective experiences that generate a lasting impact on their customers.

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Here is the complete video of the webinar:

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Ready to take your financial marketing strategy to the next level?

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Contact us today for more information or to schedule a personalized demonstration of the Salesforce Marketing Cloud!

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Our team of experts is ready to help you achieve your goals.

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