Apteco for banking and finance
Leverage data to navigate the complexities of the financial sector and build trust through personalisation
Move beyond being a transactional service provider, to a trusted financial partner
Marketers in the financial sector face a unique and complex set of challenges due to the highly regulated nature of the industry, intense competition, evolving customer expectations, and the intangible nature of financial products. Consumers are accustomed to highly personalised experiences, so marketers need to balance the desire for personalised marketing with strict data privacy regulations and growing consumer concerns about how their data is used. Apteco can help marketers in the financial sector to learn more about their customers, so that they can provide engaging, tailored communications, proactive assistance, and seamless interactions.
Apteco can help you to segment your customers based on demographics, like financial behaviour or life events (marriage, new home, retirement) to help deliver highly personalised messages, product recommendations and advice that resonates with individuals and leads to higher engagement and conversion.
Effectively manage and leverage your data while adhering to strict privacy rules to meet the evolving customer expectations for digital and personalised experiences. Apteco offers granular access control, allowing you to define who can access what data and at what level.
It's significantly more cost-effective to retain existing customers, than to acquire new ones. And loyal customers are also more likely to refer others and engage with more of your products, increasing their lifetime value. Apteco can help you to foster loyalty, encourage repeat business, and identify cross-selling and up-selling opportunities.
Identify high value customers to offer tailored solutions for cross- and up-selling. You can also automate highly personalised, omni-channel messages designed to help you recommend the next best financial product for each customer.
Keep your most valuable customers for longer by proactively identifying those most at risk of moving their funds or leaving your organisation. Once identified, you can deliver highly relevant messages, products, and offers that encourage them to stay, safeguarding your revenue and strengthening long-term relationships.
Financial decisions are often time sensitive. Orchestrate instant customer journeys across email, SMS, push, WhatsApp, and social media. Use live data triggers to engage customers with timely, relevant messages in real-time, ensuring you're always there when it matters most.
Following implementation of the new Welcome Journey, significant improvements have been delivered: 11% increase in the number of activated accounts and 70% increase in the value of assets.
TD Direct Investing
Discover and utilise critical customer information
The more you understand about your customers, the better equipped you are to make informed decisions about what financial products will be attractive to them. Gathering, analysing, and segmenting your data allows you to learn how to engage and retain them as customers for longer. Identifying and pin-pointing characteristics such as behaviour type will enable you to create unique persona descriptions you can use to create useful segments within your database. You can also harness your data to develop predictive models and apply scores to each customer in your database based on the likelihood they will take up different financial products.
Elevate every customer’s journey to boost engagement
Deliver an engaging customer experience tailored to each customer from day one. By understanding your new customers better, you can craft compelling welcome journeys that smoothly guide them toward key actions, whether it's activating an account, selecting an investment fund, depositing assets, or initiating a trade. With Apteco you can customise and alter your journeys based on specific profiles to implement automated communications that welcome, onboard, and advise with ease.
Supercharge your email marketing
When you’re handling sensitive data, regulatory scrutiny, and a customer base that values trust over flash, your marketing tools really need to deliver. With modular templates to ensure brand consistency across teams and dynamic fields for personalisation at scale, Apteco email is perfect for all levels of email creators, and allows you to design, automate, trigger and send responsive highly personalised emails directly from one platform.
Ready to drive growth and execute smart, automated campaigns that deliver?
Apteco empowers marketers by giving them control over their data and campaigns. Our end-to-end capability makes it easy for you to manage your marketing from start to finish.
We play nicely with others
By integrating Apteco software with your existing applications and tools, you can get one version of the truth and operate with greater accuracy and efficiency.
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Ready to boost your marketing skills?
Access a range of helpful eGuides and infographics, insightful blogs, engaging videos, webinars, and more - everything marketers in the financial sector need to sharpen their marketing skills.