Email Marketing

Email Workflow Building: How to Get Started

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Automation workflows
Have you ever thought your email marketing processes can be easier? Chances are you are right.  High level of sensitive data, adherence to numerous compliance and legal guidelines, the necessity of accurate and seamless information flow across the business – all that adds up to the complexity of the financial services industry. The consumption of […]Continue reading
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Marketing Analytics

5 Email Report Metrics That Identify Leads

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Email marketing is an efficient and cost-effective way to reach your contacts, but to see its full potential, it should not stop after the email deployments. The analysis of campaign metrics will provide important information that could help sales and marketing teams successfully work together. Marketing campaigns capture invaluable data that reveals your contacts’ interests […]Continue reading
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Event Management

Creativity in Event Management for the Financial Industry

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Event management for financial services
Navigating the compliance complexities of the financial services industry while promoting events can be tricky. What marketers can do, however, is to look for more creative solutions to build engaging, yet compliant event emails. Previously we discussed the importance of a call-to-action and now, we’ll cover additional ways to enhance your financial events emails. Offer the […]Continue reading
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Event Management

The Importance of CTAs in Financial Event Marketing

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event management in financial services
Promoting financial events is exciting – there’s always a buzz, you see lots of preparations. Most importantly, however, it’s a good opportunity for a clearly visible return on investment. Regular emails usually contain a number of catchy phrases, images, freebies and special deals with great urgency to not miss out. However, email marketing for events-based […]Continue reading
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Client Engagement

5 Tips for Higher Client Engagement

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Increasing client engagement on email marketing campaigns
Marketers working in financial services need to provide results as well as meet various compliance regulations. Email marketing is an incredible tool that reaches your clients quickly, at a scale and it provides real-time tracking. To drive higher client engagement in your next email campaign, follow the 5 steps below. 1:1 Relationships Are Essential Asset […]Continue reading
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