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Impact of CRM Software in the Banking & Financial Sector

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Meeting client expectations is one of the particular problems of commercial banking in a digital environment. You can’t simply have a terrific checking account or loan conditions, as most retail consumers can.

You must provide competent financial counsel. And in the information era, it means knowing each customer’s industry inside and out, developing a customized strategy, and doing it all faster than ever before. Your business clients want goal-based planning, proactive insights, tailored outreach, and other services.

Business banks should follow suit as fintech build seamless, frictionless, tailored experiences for clients, particularly in the banking arena, or risk falling behind in the competitive market.

A good banking CRM may help any organization to promote new clients, close deals, and offer exceptional customer care, but the advantages of a CRM in business banking are extremely valuable.

Here are some of those advantages, as well as how you can use the proper banking CRM system to become the bank your clients love.

How does cloud-based banking CRM helps the finance industry

Bankers understand what banking CRM is and how it works. However, not everyone recognizes the importance of CRM in banking and does not include such systems in their operations.

It appears that your bank may be profitable even without a CRM, but don’t be fooled; customer-focused solutions considerably improve everything linked to the engagement process.

Here are some points that tell you why banking sectors must have a CRM system to deliver a superior customer experience.

1. Smooth customer service

Effective and timely communication will help you to better serve your consumers. CRMs eliminate all communication barriers between banks and their clients by enabling bank executives to get the information they want with a single click. This enables the bank to provide consistent service to both satisfied and disgruntled clients.

 2. Tailored customer experience

When communication obstacles are broken down, the Customer Experience improves. How does a CRM solution accomplish this? Simply put, by providing you with client data when and when it is required to boost total customer retention.

3. Better lead management

There are so many leads, but which ones are worth following up on? Another million-dollar question is how banks can reach out to prospects as quickly as feasible. Both are addressed by a CRM solution! The majority of banking customer service software systems include complete lead management. Bank CRM solutions conduct the aforementioned duties with agility, from successfully gathering leads to converting and nurturing them.

4. Improved sales

Banking CRMs have a larger role in increasing sales. Sales and earnings will undoubtedly increase when leads are adequately handled or nurtured, in addition to clients receiving the standard CX (Customer Experience) they need.

5. Enhanced team productivity

As previously said, one of the most significant concerns for banks is increased operating expenses. Banking CRMs help businesses save money by automating repetitive and time-consuming procedures and optimizing everyday operations. Bank staff become more productive and can focus more on essential areas when operations are simplified and automated.

6. Detailed insights

Bank CRM systems are heavily utilized to collect real-time data and thorough reports that assist key decision-makers in making the best projections. Banks may strengthen their decision-making abilities while also polishing their commercial efforts with the important insights provided by a Finance CRM.

Challenges faced by the Banking industry

On a daily basis, the banking industry encounters roadblocks. While some obstacles are unexpected and extremely unusual, others are predictable and an unavoidable part of any bank’s daily battle. Let us see the difficulties-

1. Fierce competition

It goes without saying that the corporate world is ruthless and cutthroat, something that banks, like any other industry, must cope with. Traditional banks’ main competitors are FinTechs, and the disruptor would be crypto currencies or digital money.

2. Increased customer expectations

Customers nowadays are more technologically savvy and financially aware than ten years ago. Banks face extremely demanding consumers, with the catch-22 that there is little customer loyalty because customers have a choice of options and may switch bank accounts with a single click.

3. Legal challenges

The government establishes new financial laws, and banks must follow them or risk legal ramifications.

4. Security breaches

According to Reserve Bank of India (RBI) data, India recorded 229 banking frauds each day in the fiscal year 2020-21, with just 1% of the total amount being recovered at the time. Cyber security is one of the most pressing worries or difficulties for both banks and their clients.

Banking CRM helps the finance industry in streamlining the entire customer relationship process. Automation saves employees time by eliminating repetitive tasks. Implementing a banking CRM can help you in delivering the best customer service to your customers.

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Promote | DigitalMarketer

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Promote | DigitalMarketer

Up until now, any “promotion” your customers have done has been passive. But in the promotion stage, your customers actively spread the word about your brands, products, and services. They tell stories, make recommendations, and share your offers because they truly believe in them.

Active promotion may be an affiliate or commission relationship—or just a free offer for sending some new customers your way. The point is, it’s a win-win for both of you.

One thing worth mentioning before we dive in; Happy customers don’t promote, SUCCESSFUL customers do. 

Our biggest question in the Promote stage is: How are you going to turn your BEST customers into your marketing partners? 

If you don’t have a referral program, an affiliate program, or a valued reseller program … who is willing to drive your message to the organization you need to build out these programs? This is word of mouth marketing, and it is very important so start thinking about how you want to build this. 

Look to your most successful customers, they’re going to be the people who actively promote for you. But then, let’s think about our customers who already have our prospects but are offering a different product or service. 

At DigitalMarketer we are a training and certification company, we are not a services based company. What that means is we don’t compete with agencies or consultants. This also means that there is an opportunity for us to work with agencies and consultants. 

When we realized this we decided to launch our Certified Partner Program, which you can learn more about at DigitalMarketer.Com/Partner. This program lets us work with the largest segments of our customer base, who have customers that we want but they’re providing a solution that we’re not providing. 

When we train our customers, they are able to use our company frameworks to work with their clients. If their clients want to learn to do their marketing themselves? We’re the first education company they see.

So who is that for you? Remember, it’s not the happy clients that refer, it’s the successful clients. If you want to create more promoters, make sure that you’re doing everything that you can as a marketer to ensure that you’re marketing great products so you can see great results. 

How can our example companies accomplish this?

For Hazel & Hems, they can add an ambassador program to grow their instagram following and increase credibility with viral posts. 

Ambassadors can earn affiliate commissions, additional boutique reward points, and get the chance to build a greater following by leveraging the Hazel & Hems brand.

For Cyrus & Clark, they can offer discounted rates to their existing clients if those clients are willing to refer them to their strategic partners. 

For construction companies, this could be a home builder recommending Cyrus & Clark services to the landscapers, real estate developers, and interior designers that they work with to serve their customers.



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11 Email Marketing Design Tips to Drive More Revenue

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11 Email Marketing Design Tips to Drive More Revenue

When you think about what factors and processes are needed to get the most out of your email marketing campaigns, you might consider these first: more sophisticated personalization, leveraging first-party data more effectively, or more precise targeting and timing. 

While those are all important, there’s another more fundamental aspect of email marketing that’s just as critical to success: email design. 

With more than 333 billion emails sent and received every day, and adults logging more screen time than ever before, it’s never been more crucial to have well-designed emails that can quickly cut through the overflowing inbox clutter, capture recipients’ attention and compel them to take the desired action. 

Whether you’re looking to supercharge your email newsletter or inject new life into your lifecycle email campaign strategy, here are 11 email design tips and examples that can drive site traffic, purchase intent, conversions and revenue.

“All aspects of email design – including accessibility, readability, layout and responsiveness – have a huge impact on open rates and conversions. In reality, email marketing design is the gatekeeper to campaign success.”

Samantha McGrady, Tinuiti Strategist, Lifecycle Marketing

 

Essential Elements of an Email

 
You might not consider all these quote-unquote “design” components, but they all play a central role in how an email is perceived and consumed. 

  • Subject line
  • Pre-header text
  • Header/headline
  • Logo
  • Color scheme
  • Images
  • Body copy
  • CTA(s)
  • Signature and footer
  • Unsubscribe button

 

The Eleven Keys to Effective Email Design

 
All elements of an email come together to create an overall design. Whether that design is cohesive or advances the objectives of the email depends on how well the individual elements are executed. Here are 11 tips for making email design work for you.
 

1. Responsive Designs Pay Off

 
Mobile-friendly email design is a must. While the exact percentage of emails opened on mobile devices like smartphones and tablets vary by source, it’s estimated that over half of all emails are accessed on mobile. That means ensuring an email displays correctly and can be read easily across devices, screens and resolutions are essential. If an email displays poorly, it’s likely to be deleted in under three seconds

Utilizing a responsive email template will automatically adjust your email to fit the screen it’s being viewed on, whether that’s a desktop, laptop, smartphone or tablet. Most drag-and-drop email builders feature built-in responsive design templates, but you’ll also want to keep mobile formatting in mind when considering image size and the length of copy blocks within the email.  
 

2. Keep Accessibility Top-of-Mind

 
One key aspect of email design that goes hand-in-hand with responsiveness is accessibility. Accessibility refers to an email’s ability to be received and understood by persons with disabilities or using assistive devices. So just as responsive design ensures that emails can be accessed across device formats, good accessibility practices preserve an email’s usability regardless of the recipient’s circumstances.

An accessible email will have a logical flow and high readability in terms of descriptive subject lines, links and headers, and larger and well-spaced typefaces. It will also use high color contrast and utilize alt-text liberally. Perhaps most importantly, an accessible email will not lean too heavily on visuals or hide information in images, as adaptive tools like screen readers can struggle to convert them.  

Keeping accessibility top-of-mind is important for reaching the maximum percentage of your subscribers or target audiences and contributes to good overall email marketing usability.
 

3. Customize Your Pre-Header Text

 
Pre-header text used to be an afterthought, and many marketers defaulted to the first few words of email body copy. Now, because of the way emails are displayed in mobile and desktop inboxes, pre-headers are widely recognized as the second-most important text element after the subject line. Pre-header text indicates to the reader what the email is about; it’s essentially a visible meta-description of the email. 

As such, the pre-header text should complement the subject line and reinforce the critical call-to-action within the email. It should, like the subject line, entice the recipient to open the email and keep reading while also reading while offering an informative preview of the email itself. And it needs to accomplish all of this concisely in an abbreviated space. 

Crafting a compelling subject and pre-header pair can feel like writing poetry, but getting it right can significantly impact open rates and conversions. 
 

4. Use an Effective Layout

 
The layout is the most recognizable aspect of email design and likely what most people think of first when considering the design elements of an email. Layout determines the flow of your content and the order in which your readers consume information. The most basic principles of email layout are maintaining organization and logical consistency, capturing attention through aesthetics, and manipulating the recipient’s eye where you want it to go.

  • Organization: In essence, this means establishing a clear visual hierarchy. Try to display the most important information and convey essential details early on (higher) in the email.
  • Aesthetics: incorporate white space to give your content breathing room and lend a more elevated look. Clutter and “walls” of text are difficult to read and lead to email abandonment. Instead, utilize negative space to accentuate key points and keep the recipient reading. 
  • Guiding the eye: Use directional cues to draw attention to the most essential part of your email. Effective layout templates leverage natural reading and eye movement patterns to focus the recipient on desired email elements. 

 
Many email templates use the following common layout patterns, each of which guides the reader’s attention in specific ways:

  • Z-pattern layouts place a zig-zag of content within the reader’s typical sight line, starting at the upper left corner. 
  • F-pattern layouts emphasize the left side of the email, inviting readers to return their eyes to that side for most information. 
  • Inverted pyramid layouts, perhaps the most familiar layout, load critical information at the top and create a visual funnel toward a CTA at the bottom.

 
These principles are laid out in the following two wireframe examples of common email layouts. Notice how both lean on the reading path of the human eye while maintaining a recognizable hierarchy and putting vital information up top:

two examples of email design template wireframes

Remember to rotate your design layout to avoid using the same framework repeatedly – otherwise, your emails will be perceived as stale by your subscribers.

 

5. Choose Colors Strategically

 
Color scheme is an essential element in any design, and emails are no exception. The right combination of colors – or the strategic limitation of a color palette – can elicit emotion, direct attention to important content, reinforce brand image or distinguish a single email from a series or campaign. 

There is plenty of room for experimentation with color in email marketing. Still, good general rules of thumb are to avoid clashing colors or using too wide a variety of colors, use bright colors sparingly, and stay consistent with color usage across branded marketing assets. And as with accessibility and responsiveness, it’s also important to consider how an email is being viewed; for example, if being read on a mobile device in “dark” mode, pure black text can appear illegible. 

It’s important to remember that color isn’t limited to graphical elements or iconography in the email; the text color used and dominant color in embedded images or photographs should also be considered. These colors should work in harmony to support your content, brand and the purpose of the email.
 

6. Use Clean and Clear Text

 
An organized layout and strategic use of color will go a long way toward making an email readable and effective. Ultimately, though, the information you want to communicate stems from the email copy itself. One hard and fast rule for text in an email is to be clear and concise

Remember the 333 billion emails sent and received last year? Your target audience received some of those, and they almost certainly didn’t read every word of every email they received. So many of those emails were probably never opened, thanks to poor subject lines.

Emails should draw the eye with an attractive design but be easy to skim. Get to the point quickly, or risk ending up in the trash.

 

example of clear and concise email marketing design from Hyperikon

 

When in doubt, follow these guidelines:

  • Maintain a good text-to-image ratio
  • Keep the headline to two lines or less
  • Keep text on a simple background so that it’s easy to read
  • Bold or highlight keywords or phrases

 

“Reduce the cognitive load. We really want to create our emails to be clean and concise.”

Sammi Nutsongtat, Klaviyo Design Specialist

Portrait of Sammi Nutsongtat
 

7. Treat Email as a Brand Opportunity

 
Of all the potential touchpoints a recipient might have with your brand, the email you just sent them is unlikely to be their first. That makes it very important to keep email design consistent with your overall brand design. 

Incorporating strong branding – not just a logo or a tagline, but brand-specific colors, imagery, typography and content tone – helps email recipients identify the message’s source and provides a more cohesive experience from the inbox to the landing page. That can reduce your bounce rate as users interact with your brand across different channels.

A good branding evaluation question to ask: If I removed our logo from these email designs, would our subscribers identify our company?

 

example of good branding in email design from Bryan Anthonys and Diff

 

Your brand’s identity tells your story, so it’s important to be conscious of your email branding. Branding should remain consistent across all channels, whether email-to-email or email-to-website. 
 

8. Your Typography Style Matters

 
Using a consistent typeface in email design can reinforce your brand image and identity, though, like color, there is some opportunity for experimentation. The most important thing to remember about typography is that it should be easy to read at a skimming pace and shouldn’t detract or add confusion to the message.

Emails can also contain more than one kind of typeface, for example, one font that looks better at a larger size for headers and another that looks cleaner for entire sentences of body copy. That said, too many different fonts in an email can make it hard to read. A limit of three fonts per email is a good common-sense rule. Again, a drag-and-drop email builder usually has several typeface options and suggestions for specific email elements or sections. 
 

9. Personalize Elements of Your Emails

 
Personalization is one of the dominant themes across the marketing and advertising industries right now, as technological advancements and the rise in importance of zero- and first-party customer data have made true one-to-one, brand-to-customer engagement possible. Email marketing, which was perhaps the first marketing vector to make widespread use of basic personalization (think mail merge and auto-filled salutation lines), can also incorporate more sophisticated personalization techniques – and should. 

The goal of personalization should be to make an email meaningful and valuable to the recipient. That means incorporating bespoke, custom content blocks based on customer data, including insights like purchase history or position in the customer lifecycle or buying journey. Narrow segmentation can help target specific customers, and personal touches like incorporating profile information or preferences can help humanize your brand and create stronger relationships.

In short, you should seize every opportunity to include more personalized elements in your emails.
 

10. Always Use a CTA

 
This might seem like email marketing 101, but no list of email marketing optimization tips would be complete without addressing calls to action or CTAs. Usually rendered graphically as a button, a good CTA should concisely describe the exact action the email reader can expect upon clicking and be placed at a point in the layout where the next step is logically implied. 

Effective CTAs typically appear at the bottom of a section in a contrasting color to the email’s overall color scheme. Multiple CTAs can be used – some research suggests that having more than one CTA increases click-through rates – but only where the natural progression of the content suggests they appear. As with many of the design tips presented here, CTAs should be used in a cohesive, consistent manner. 
 

11. Avoid Abrupt Design Changes

 
Consistency isn’t just important within an email; it’s also important across campaigns. Design shock, or suddenly presenting drastically different creative to an existing audience like your subscriber base, can impact the success of an individual email or an entire campaign.

When updating your email designs, consider rolling out the changes in an iterative fashion or testing the new creative out on a small group of subscribers before rolling it out to your entire audience.

 

example of avoiding email design shock from Ritual

 

As the example above illustrates, gradually transitioning to a new layout while keeping many other design elements consistent helps minimize the effect of design shock. Keep this in mind as you embark on new email campaigns or make universal changes to your email marketing approach.
 

How to Use A/B Testing to Improve Your Email Design

 
 You can put as much thought and preparation into email design as possible, and the email might still fall short of performance expectations. The only way to ensure a successful campaign and maximize conversions is to engage in A/B testing by sending slightly different versions of an email to distinct segments of your audience. It’s a straightforward process that many email platforms support, but sadly, nearly  42.9% of marketers don’t know what to test.

When assessing an email design’s impact on an audience, there are various things you can test to help drive higher clicks, conversions, or overall performance. These include:

  • Call to action button styling
  • Overall layout
  • Number of products featured
  • Lifestyle vs. product imagery
  • Cheeky vs. simple copy
  • Animation vs. static

 

Once you know what to test for and have identified what you’re trying to prove, run a few test emails to sample groups, isolating one variable at a time over a series of weeks. Evaluate which works best for reaching, resonating with, and converting the most recipients, and you’ll gradually improve your conversion rates.
 

Resources & Tools to Improve Your Email Design Game

 
There is no shortage of email design tools available to help you get the most out of your email marketing strategy. Some are full-service email-building platforms, while others are helpful stock image sites or graphics libraries. Here are a few of our favorites:
 

Klaviyo 

 
Klayvio is a well-established, full-service email marketing platform optimized for ecommerce and featuring sophisticated personalization tools. Klaviyo’s robust library of customizable, responsive templates, support for A/B testing, and dynamic content capabilities can help users of all levels put email design optimization tips into action.
 

Tinuiti Performance Creative 

 
Need a more comprehensive and data-driven approach to email and lifecycle marketing? Our own Performance Creative offering is based on moments that matter and features integration with multiple channels and touchpoints throughout the customer journey.
 

Adobe Stock

 
It’s perhaps unsurprising that one of the biggest names in design software also has one of the most robust stock image catalogs available. Adobe Stock allows users to search for specific image types or browse by category, ensuring you’ll find the perfect photos or images for your email campaign.
 

Figma

 
Any design process – including email design – can be collaborative. Figma provides a platform to facilitate that collaboration that includes several email-specific features, including a library of visual assets teams can build themselves.
 

Final Thoughts

 
Design is a central aspect of email marketing performance, and getting it right can be the difference between a positive ROI campaign and a forgettable brand encounter. You can probably think of several marketing emails in your inbox that slapped a basic template together with uninspiring (and uninspired!) copy and called it a day. Or maybe not, because you deleted them without getting past the subject line. 

Your email campaigns can help solidify customer relationships and prospects through accessible designs that embrace solid layout principles, on-brand typography and images, a concise and catchy subject and pre-header, logical CTAs and compelling copy.  You’ll ultimately generate more opens, leads, conversions and revenue for your company, too.

Redaktörens anmärkning: This post was originally published by Greg Swan in August 2019 and has been updated for freshness, accuracy, and comprehensiveness.

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How to choose a content marketing automation platform

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How to choose a content marketing automation platform



A 1917 poster says in bold capital letters: “I WANT YOU FOR THE U.S. ARMY,” along with the famous image of Uncle Sam pointing at the viewer.

In 1917, most advertising was blunt and direct, but in the following 100+ years, consumers have become desensitized to typical marketing strategies. As a result, companies have turned to new forms of marketing to reach their audience.

One of these forms of marketing is content marketing: an indirect type of advertising that delivers blog posts, podcasts, and other forms of content to indirectly market a brand to consumers. Today, businesses can automate many aspects of content marketing, and choosing the right platform for content marketing automation unlocks new efficiencies and return on investment for companies.

Key takeaways:

  • Content marketing is a powerful way to reach customers by providing value through content.
  • Automation makes content marketing efficient and convenient.
  • Optimizely can help you take your content management to the next level.

What is content marketing?

Content marketing is a new strategy for reaching potential customers by delivering content they want to consume. Content marketing improves the brand’s image by providing useful or entertaining content which builds goodwill and brand recognition among potential customers.

Content marketing takes many forms: podcasts, digital video, webinars, articles, infographics and more. Creating and delivering quality content is difficult because it must deliver on multiple levels: it must be useful, entertaining and informative, but it must also inspire confidence and credibility. In other words, quality content marketing must be both good content and marketing material.

Why would a company spend its marketing dollars on content marketing instead of more direct forms of advertising? There are several reasons content marketing is a good choice for companies:

  • Content marketing improves organic reach by delivering content that customers want to consume. This can range from entertainment like TikTok videos or online quizzes to more serious informative content like how-to guides and video conferences.
  • Content marketing inspires confidence in your brand by establishing your company as an expert and key player in your industry.
  • Content marketing improves goodwill by delivering personable, relatable content that meets customers where they’re at. Rather than trying to make customers interested in your company directly, content marketing capitalizes on the things your customer is already interested in.

image source

 

How to automate content marketing

AI can’t host a podcast or present a webinar (at least not yet), but automation plays an important role in content marketing.

Social media

Social media is one of the largest opportunities for marketers. Social media is the second largest market within the world of digital advertising, second only to search marketing. Content marketing is uniquely poised to cover both categories as it can optimize content for organic search results and social media sharing.

This is where automation comes into the picture: automation can’t take over your social media presence for you, but it can take on some of the most tedious and error-prone aspects of your digital presence. Some key ways you can automate your social media content marketing are by scheduling posts, connecting various social media platforms to publish content on multiple platforms at once, regularly sharing your content, automatically promoting content and more.

Recently, AI has taken significant steps forward in Natural Language Processing (NLP), which makes AI chatbots a powerful way to connect with users on social media platforms (as well as on your platform).

 

Email marketing

A fan of the television show Arrested Development would finish the phrase “The money is in the…” with “banana stand,” but experienced marketers know that the right answer is “the money is in the list.”

This popular phrase refers to the fact that email marketing is one of the most important aspects of a marketing plan, and a longer list of quality leads is one of the most reliable ways to grow sales. Email newsletters are one of the most popular forms of content marketing but sending email after email is a tedious and treacherous process as it creates limitless opportunities for human error.

Automation revolutionizes email marketing by automatically sending emails. With a customer relationship management platform, email automation can automatically send emails based on milestones and timelines and personalize emails based on the customer’s name and history. This level of personalization is difficult for small businesses and impossible for large ones, but with automation, it’s straightforward and convenient.

image source

 

Tracking performance 

One of the keys to marketing automation is tracking marketing communication performance. Marketers should be performing A/B testing to see which campaigns perform the best and merit further expansion, but tangibly measuring the outcome of these tests is difficult without the right tools.

Automation helps companies track the performance of their innehållsmarknadsföring by collecting data from various platforms, bringing it all into one convenient place and providing metrics about the traffic and conversions coming from each piece of content. 

Features of the right content marketing platform

Harnessing the value of these powerful automation options requires a quality content marketing platform. The right platform should include some qualities that maximize its usefulness.

  • Flexibility. One of the essential functions of automation is the ability to share content on multiple platforms simultaneously. While this is already a powerful option, it becomes more powerful with a headless API that empowers you to deliver content on various platforms.
  • Personalization. 71% of consumers expect companies to deliver personalized interactions, and 76% become frustrated when companies don’t personalize their communications. The right content marketing platform makes personalization second nature with robust personalization tools that go beyond copy-and-pasting names. Content marketing platforms like Optimizely target personalized digital experiences to dynamic customer segments.
  • Capacity. Your business has unique needs, and your content platform shouldn’t hold you back. Rather than making your job harder, the right content marketing platform makes your job easier by offering a wide range of options and high-capacity storage for all your needs.

When it comes to content management, Optimizely is an industry leader. Optimizely’s advanced tools range from A/B testing, e-commerce support and headless digital experience management.

To learn how Optimizely can help you harness the power of automation and revolutionize your content marketing, request a meeting today to start the next chapter of your marketing journey.


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