Digitalization in Wealth Management & Private Banking

Author: Caroline Schmid | Categories: Marketing Automation, Financial Services, Oracle | Eloqua

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More qualified leads, reduced marketing operations costs, high performance, high velocity time to market and a personalized approach to marketing. This is not a wish list for a digital marketer in wealth management or private banking. It is the holy grail. The big question is – have you considered using marketing automation yet?

Watch your revenue impact grow as you work multiple channels through which you can engage with your customers and prospects. What’s more you can segment data, nurture ‘not sales ready’ leads fruitfully and automate marketing processes to reduce overheads, among many other things.

The eBook talks about building those “must-have” personal relationships with your prospects and customers through the game changer called marketing automation. Download your copy today.

This brand new eBook covers:

  • Creating a 1:1 experience for your customers and prospects with marketing automation
  • The evolution in customer behavior
  • Building marketing automation around the customer journey