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3 Ways Financial Marketers are Using Data to Better Connect with Their Customers

Sales and Marketing Management

It’s not always obvious – even to banking and finance pros – how data can be used for consumer marketing in this unique space. Here are three examples of ways financial marketers are already using data to educate and illuminate customers.

Data 177
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The Power of Educating Prospects on Your Buying Process

John Barrows

That’s one reason it’s crucial to educate your buyers on how the buying process works at your organization. Learning about their buying and selling processes is just as important as educating them on your buying and selling process. Education at every level, means everyone knows what they’re about to get into. Well, not really.

Education 118
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How to Create Lookalike Audiences & Target Ideal Customers Like a B2C Pro

Zoominfo

If only you could clone the best customers produced from your account-based marketing campaigns… Well, you basically can, using a well-known and effective trick in the B2C toolbox that B2B types should be eager to adopt: lookalike audience targeting. What is a Lookalike Audience? It’s a huge win for ABM too!). And How do They Work?

B2C 264
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Make Your Sales Force Your Loyalty Program

Sales and Marketing Management

I asked her what was the matter and she said, “For the last 12 years, I have had all my key financial accounts with Bank XYZ – a fund for my daughter’s college education and my mortgage, plus my personal savings and checking accounts. Now, I am in the process of closing each account and transferring them to Bank ABC.

Loyalty 290
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How to Create Lookalike Audiences & Target Ideal Customers Like a B2C Pro

Zoominfo

If only you could clone the best customers produced from your account-based marketing campaigns… Well, you basically can, using a well-known and effective trick in the B2C toolbox that B2B types should be eager to adopt: lookalike audience targeting. What is a Lookalike Audience? It’s a huge win for ABM too!) And How do They Work?

B2C 100
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Financial Literacy: A Key to Unlocking a Brighter Future

Pipeliner

That’s where the National Finance Educators Council (NFEC) comes in. They provide financial education to people of all ages, from kids to adults. Volunteer support: Cause-based promotions can engage employees and customers in volunteer activities, which can boost morale and build relationships.

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3 Lessons from A Founder of 2 Million-Dollar Companies

Hubspot Sales

Most of these companies focus on the Spanish-dominant immigrants and their pain points, such as the distrust of banks or the struggle with English. Food is a big theme in SUMA’s financial education. Investing in her own education gives her the confidence to lead the vision for SUMA. “I of GDP, $3.4T of GDP, $3.4T

Company 87