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IndustrySpotlight

Banking &Financial Services

Email Marketing and Marketing Automation for Microsoft Dynamics CRMThe ClickDimensions marketing automation solution for Microsoft Dynamics CRM enables financial institutions to automate and streamline many aspects of attracting and nurturing leads and customers while increasing the effectiveness of these activities. Using ClickDimensions, you can quickly and easily create multi-channel lead-nurturing campaigns, sales engagement campaigns, promotional or event campaigns, new customer onboarding and retention campaigns, and more.

With ClickDimensions, you can engage prospects and customers through email marketing, learn more about them by seeing what interests them on your website, and easily capture information about them through web forms, surveys, and more – all while working inside Microsoft Dynamics CRM.

Banking on the Customer Experience Example Scenario: Customer Onboarding with ClickDimensions

Knowing that you never get a second chance to make a good first impression on new customers, Aubergine Bank & Trust wanted to ensure they had a well-implemented onboarding process for new checking account holders.

Using the ClickDimensions campaign automation builder, the bank created an automated welcome campaign aimed at nurturing these new customers, while also assigning follow ups based on customer interactions.

Financial services rank highest in website conversion rates compared to other industries, with a 10% conversion rate.Source: MarketingSherpa

www.coderight.com+1-781-591-2765Sales@CodeRight.com

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The campaign automation includes several emails, all built with the easy-to-use ClickDimensions drag and drop email editor.

In addition to a simple welcome message, Aubergine Bank added a secondary offer for new customers to the initial email. This offer links to a form and landing page, both of which can be easily created within ClickDimensions, no coding required.

56% of digital marketers cited email marketing as the most effective program for retaining customers.Source: eMarketer

Sixty-seven percent of financial marketers say digital is more efficient, believing that it costs less to reach targeted consumers online than off.Source: The Financial Brand

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Within the campaign automation, Aubergine Bank uses wait timers and user notifications to ensure that emails are sent at the right time and that customer interactions with the emails are responded to by the right department and in a timely manner.

In addition to email marketing, landing pages, forms and campaign automation, ClickDimensions gives Aubergine a variety of other tools that can be incorporated into their customer onboarding process – or any other marketing efforts! – including SMS messaging, surveys, subscription preferences and event management.

See ClickDimensions in ActionInterested in learning more about how the ClickDimensions marketing automation solution can streamline your financial institution’s sales, marketing and customer engagement efforts? We are happy to show you examples like the one above and more during a demo. Contact sales@clickdimensions.com or call us at +1.888.214.4228 today.

SMS messages have an open rate of 98%.Source: Mobile Marketing Watch