Financial Services

As a financial services marketer, you are under intense pressure to perform in an increasingly complex environment-of deregulation, mergers & acquisitions, strict and growing regulatory oversight and intense scrutiny on asset performance. You must manage your costs diligently but contribute to top-line growth. How can you deliver on your marketing plans, account for your marketing dollars, understand the offers to the customers and stay top of mind with your key customers?

If you're like a growing group of savvy marketers from leading companies across the globe, you'll turn to Aprimo to get ahead of the pack. Here's a sample of what we've helped other leaders achieve.
  • Manage marketing priorities so that spend supports key business strategies
  • Execute offers in a manner that matches the best creative to the specific audiences that are being targeted
  • Manage the production of marketing materials with best practice templates and real-time role-based work tasks to deliver work to the right person at the right time
  • Increase wallet share through targeted cross-sell/up-sell campaigns
  • Deliver customer retention by delivering high-value offers to your best customers
  • Ensure that all creative material has been reviewed and approved by the appropriate team members
  • Streamline the operation of central marketing communications with best practices.
  • Optimize the allocation and assignment of human and financial resources on high quality projects
  • Create a central "financial system of record" for marketing.
  • Manage mortgage, loan, credit card, and mutual fund sales from first contact to close. Ensure that everyone has an "up-to-the-minute" view of marketing finances
  • Acquire new customers using sophisticated multi-channel, multi-step campaigns
  • Ensure that your most valuable customers are not contacted more frequently than they prefer
  • Identify and communicate with "at-risk" customer accounts driving incremental revenue
  • Proactively identify, manage and forward banking "leads" for immediate follow-up driving incremental revenue
  • Plan and manage face-to-face selling events cutting costs driving incremental revenue
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