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How Financial Services Businesses are Using Automation

Hubspot Marketing

The industry manages much data, customer service, and daily trend analysis. You can group audiences through interests or types of services. Emails and SMS can be auto-generated based on events, data trends, or actions such as applying for a service. The finance industry lends itself well to AI.

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Diving Deep Into Marketing in Financial Services (My Takeaways)

Hubspot Marketing

One financial company that understands this well is Wise , an international money transfer service I use. In this article, I will share five inspirational examples of effective marketing for financial services. Financial Services Marketing Strategies Marketing for financial services doesn’t have to be boring.

Insiders

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CDP for financial services: Unify customer data & drive revenue

Use Insider

Organizations in financial services (Allianz, Garanti BBVA, Etiqa), telecommunications (Vodafone, Inea, Circles.life), beauty and cosmetics (Avon, Mac Cosmetics, Clarins), and many other industries use Insider for centralized customer data management, audience segmentation, behavioral analytics, and data activation across 12+ channels.

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Microsoft now requires verification for UK Financial Services advertisers

Search Engine Land

Starting early this year, Microsoft will allow only advertisers duly authorized by the UK Financial Conduct Authority (FCA) to present regulated financial promotions in the UK. If you live in the UK or advertise for a UK financial services company, you’ll need to start the verification process here. gov.uk” domain.

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Connect, Care, Convert: Secrets to Establishing Trust with Niche Markets and Turning Them Into Clients

Speaker: Lynnette Khalfani-Cox, The Money Coach®

Niche markets represent a huge opportunity for the financial services industry in America. From college students and women to communities of color and low-to-moderate-income households, niche populations have specialized financial needs – but they often underutilize many valuable financial products and services.

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Digital Transformation In Banking and Financial Services

Bannerflow

The increasing requirement for digital transformation in the banking and financial services industries can be attributed to several factors. By their very definition, financial technology organisations are built on innovation, with the aim of both enhancing and disrupting the financial services industry.

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Google financial services verification policies now rolled out in the UK

Search Engine Land

Google has just announced additional policies to protect consumers and advertisers in the UK from fraudulent ad practices aimed at taking advantage of people through financial scams. million financial services bad ads globally. The financial services verification policy. The new policy. Why we care.

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Maximizing Marketing Efforts: Benefits of Personalizing Online Experience

Speaker: Kate Marx, VP of State Street Global Advisors; Tara Quehl, Marketing Director at Demandbase; Lee Zucker, Global Head of GTM & Revenue Strategy at Drift

The world of financial services is shifting as clients demand online experiences that feel similar to those in B2C. What’s the key to meeting their expectations? Humanizing their experience on your website. By personalizing your client’s online experience, your firm can build more trust and value into every interaction.