Ensuring your prospective customers are sales-ready prior to targeting them
How to use it for unimpeded growth of your business
Sales is a multi-phased process that needs the right props like marketing automation and proven sales if you expect an exponential growth in your business. Marketing automation is one of the important marketing strategies for financial services today!
While its popularity is escalating day by day, very few companies are aware of its potential and even lesser numbers register the profitable revenue that automation promises.
Local Marketing Stars provides the most updated marketing automation service that is easy to integrate with your existing marketing strategy that encompasses accountants, financial advisors, lenders, banks and customers in the most efficient way.
Here are some important marketing automation facts you need to know so you can make the best use of our services.
Marketing Automation Defined
Marketing automation is a process wherein you automate all viable processes, freeing your employees to focus on what they do best. In general, lending and other financial operations include high-value tasks like sales, service, strategy and more and low-value activities like prospecting, follow-up, sales documentation and spending time with unqualified prospects. With marketing automation, you will be able to automate the tasks of low value and focus on crucial marketing strategies and other sales related high-value tasks. We offer one of the best marketing strategies for financial services in the business through our marketing automation and other value-added finance boosting services.
With our systematic and innovative automation services, you can easily take care of the time consuming and tedious tasks such as:
Besides the above benefits, automation offers one of the most powerful marketing strategies for financial services and other sales aspects of your business.
Target Customers in a Comprehensive Way
The prime objective of marketing automation is to provide you comprehensive information on a customer or prospect. With the automation process, you will be able to view each and every part of the customer’s lifecycle/interaction with you from white paper downloading and attending a webinar to interacting with a sales team and turning into a customer.
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Without the benefit of automation services that we provide it is difficult to integrate your entire marketing system into a single entity. Without it, you cannot promise a seamless and stellar experience for your prospects and customers. Automation helps provide the relevance and customization that are vital for conversions and higher revenue.
Understand the software tool
Of the various marketing strategies for financial services, automation gives your lending business an edge over your competition. While you may be excited by the new technological addition and want to input all your existing data related to customers, lenders, accountants, and other employees, it is not good to rush into it.
Most often companies look at the cost of marketing automation and other features the automation software offers. But the software plays a minor role in the outcome of the marketing automation. You need to focus more on the right strategy for your business. In addition to marketing automation, Local Marketing Stars offers guidance on the best marketing strategies for financial services that will benefit your business in a large way. We provide assistance that will help you focus on crucial aspects of the sales process, content, marketing funnel, ongoing development and training of employees.
Be aware that the software is another tool for sprucing up marketing strategies for financial services but not necessarily the only one. You should be able to understand what your specific marketing strategy for providing profitable financial services is. The first step in this direction would be to map your strategy in flowchart form and check its feasibility before you build on it.
Automation is not for every process
Consultative sales, strategy and high level financial advisory service are a crucial part of your financial services that you should focus on personally instead of using automation. When you are generating leads for your financial services, asking for all the information in the first meeting with your prospective customer is not advisable.
This will be a big turnoff for the prospective customer. Instead, it would be best to get the information you need about matters such as the banks the prospect has approached before you and the type of financial advice the customer is looking for in a phased out manner.
Adding other information to the initial information is the best way to keep your prospect interested in the financial services you offer. This is one of the time-tested marketing strategies for financial services that work every time.
Give significance to your content
When you have the right content it is easier for marketing automation to be more effective. Your content production and delivery should be well balanced and streamlined. Most companies fail in this aspect despite having good marketing automation software. So focus on the right content.
Make sure your delivery is done in the appropriate sequence. This will help maximize the impact of the content. You can reach out more successfully with the lenders, banks and other aspects of the customer’s journey enabling you to generate sales ready and qualified leads. If you are aiming at utilizing the best marketing strategies for financial services you need to give content the importance it deserves.
Make your services relevant
Offering relevant services is the best way to increase inbound leads. To ensure this you need to survey your prospective customers, track them and segment them.
For instance, if a prospect is already using the financial service you are offering, you should be able to provide the financial advice needed to make the service more profitable for the prospect. This will lure them more easily.
Focus on increasing the relevance of your service. At Local Marketing Stars, we offer best marketing strategies for financial services that grab customer attention instantly. With the assistance offered through our inbound leads, marketing automation, and other services, you can create the interest and action that you are looking for quickly.
Allow for a slow transition
Marketing automation is not an overnight process. It can turn into one of the best marketing strategies for financial services if you build it gradually. This will add value to the system when it is completed.
Instead of having ineffective and incomplete components of the entire system, it is sensible to complete each minor component before adding another one. For instance, if you are including automation in the accounting department focus on making it complete before you move on to another department.
Important marketing automation steps to enhance your business
Here are 8 vital steps that drive business success in a big way
The above tips are not exclusive marketing strategies for financial services alone. They are effective for most types of businesses embracing marketing automation. Local Marketing Stars has unique expertise in identifying the marketing automation needs of your financial services business. It can help you plan and execute new projects ensuring you achieve the financial goals you have set.
Our expert marketing strategies for financial services help connect the various important aspects such as funnel design, technical integration, financial analytics and content creation seamlessly. Our solutions aim at high revenue and guaranteed customer satisfaction in the most cost-effective way.
We are just a phone call away. Call us now to learn about how your business can gain from our services.
