The job of a financial marketer has become very difficult in this age of digital transformation. Everything from budget allocation to deploying digital marketing campaigns to results tracking is one major process on its own. Every step of a customer’s digital journey needs to be planned meticulously by the marketer. Financial marketers need to be very careful in avoiding 4 mistakes that can adversely affect their business.

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4 Mistakes Financial Marketers Should
Avoid in this Digital Era

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1. Not having a clearly-defined goal

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Running targeted marketing campaigns without a goal
in sight is like driving a car aimlessly without an end
destination
Every campaign should have an end destination
Online conversions
Every financial marketer should have clearly-defined
goals with respect to the type of marketing objectives
that they would want to achieve
Click-through-rates
User engagement

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2. Not understanding customer preferences

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Some customers might be interested in credit card offers.
Others might be interested in home loans, and so on.
Sending them random messages of different offers will create
a bad brand impression in the mind of the customer.
Customers have their own individual preferences with respect
to the offers they get from their service providers

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3. Delivering inconsistent experiences on digital channels

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Financial Marketers often make the mistake of delivering
inconsistent experiences on different digital channels for customers
Marketers should strive to send messages that are consistent
across every digital channel.
Artificial intelligence has the capability to send millions of
personalized and consistent messages at the right time
and on the preferred channel of the customer.

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4. Not using analytics for user targeting

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Data Analytics gives first-hand information about a customer’s digital footprint which
includes details such as:
Data Analytics is very important for a financial marketer in today’s
competitive digital marketing landscape
Demographic
details
Transactional
details
Website login
history

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Every channel comes with its own features and capabilities.
Financial marketers need to thoroughly understand what value
they can derive from them.
Get through a detailed information regarding the challenges that
financial marketers go through in the blog mentioned below,
BLOG CONTACT US

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