“Our new journey approach has brought us closer to our customers. We have truly learned a lot about our customer segments, which at times were counter to what our perception was. Only by watching their behavior throughout the journeys in Blueshift were we really able to see that.” – Joyce Poole, Sr. Director, Marketing CRM, LendingTree
To take your personal finance company to the next level and make the shift from channel-centric to customer-centric marketing, implement the following omnichannel campaigns into your strategy:
- Multi-Touch Welcome Campaign
- Weekly Educational Newsletter
- Reactivation Series
- Cross-Sell Campaign
- Abandoned Action Campaign
In this playbook, you’ll learn how to create these five types of intentional omnichannel campaigns focused on driving leads, converting customers, and building an ongoing relationship as a trusted financial advisor.
As you incorporate omnichannel campaigns throughout customer journeys, keep in mind:
- You’ll need the right tool to activate your data and deploy meaningful omnichannel customer experiences, like the SmartHub CDP.
- As the number of marketing channels grows and customer expectations evolve, your personal finance company must continue to anticipate and be responsive to their needs.
The campaigns and tips outlined above are only as valuable as the tools you have at your disposal to make them a reality. With a SmartHub Customer Data Platform (CDP) like Blueshift, you can seamlessly create omnichannel campaigns that help your customers meet — and exceed — their personal finance goals. We’ve recently introduced enhanced features, such as our next-generation Journey Builder and new App Hub, to make this possible for your personal finance company. To learn more about our brand, product, and leadership, click here.
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Give your personal finance company a boost and create customers for life with our exclusive playbook on omnichannel campaigns.