Example welcome automation workflow in Brevo
Further reading: Marketing Automation Software: 10 Best Tools for 2024
Marketing automation for financial services: use cases
Any task you need can be automated, from follow-up emails to campaign analysis. Let’s look at some use cases to show you how to use marketing automation tools to boost your business.
1. Automate lead generation
Marketing tools like landing pages and signup forms streamline lead capture at important touchpoints in the customer journey. Put signup forms in high-traffic areas on your website, or share them on your social media pages.
Using QR codes at events and physical locations is another way qatar telephone number data to get new subscribers into nurturing automated flows.
Use these tools to help you find out what your customers are interested in.
Landing page for home mortgage loans by Wells Fargo
For example, when someone clicks the CTA on this landing page, Wells Fargo knows this visitor wants information on mortgages.
Once a lead opts in to receive your content, they enter your customer database for further nurturing.
Pro tip: Use double-opt-in to get higher-quality leads and comply with GDPR.
2. Segment your contacts for better targeting
Businesses store contact information in a CRM database, or customer data platform (CDP) for enterprise-sized companies. These databases allow you to automatically filter contacts into groups using customer segmentation.
Group contacts based on behavior, like “engaged subscribers”, demographics (age, income), or firmographics, like company size and industry. Then send them automated campaigns that match their needs.
Common nurturing content includes newsletters, onboarding emails with steps for new users, information about your services, or promotional offers.
Targeted campaign example
Email marketing automation for financial services example by Venmo.
Venmo financial services email marketing campaign
