Financial Services' Changing Environment
Financial Services companies are facing ever growing competition, with new self-service solutions, and competitors gaining global reach.
Insurances and banks market diverse product portfolios, with teams working in silos while routing leads and accounts properly is of essence.
Marketing operations teams have been adopting more digital channels, and while data is at the core of the broader analytics strategy, it is often not actionable by sales and marketing teams.
To stay competitive, financial services institutions must uphold a high-level of customer experience around marketing campaigns, and empower their account managers with the insights they need to stay focused, and stay relevant with each buyer.
Industry specific challenges.
⚡ Buyers are more savvy in conducting their own research when considering various financial services providers. This leads to shorter decision cycles from the moment a lead or account becomes known.
⚡ New marketing channels means opportunity, while reporting on channel spend is still lacking for efficient paid media spend.
⚡ Large service and product portfolios, makes it difficult to create personalized marketing journeys accurately due to unique interests.
⚡ Product and service specific sales teams, requires reliable qualification of leads and accounts on a product, service or division level.
⚡ Vast potential of cross-selling is often untapped, given the limited visibility into buying signals from the website and with marketing campaigns.
How SalesWings supports FinServ.
🏆 Sales alerts linked to predictive lead scoring to account managers and inside sales, ensures a timely follow-up and engagement of marketing generated leads and accounts that are showing interest.
🏆 No-code lead and account scoring allows to reliably detect leads and accounts that are service/product-qualified.
🏆 Increase lead acceptance rates from sales, and a stronger focus on accounts with the most immediate potential through automated hand-over.
🏆 Up-selling and cross-selling is supported by providing detailed insights into the services, products, content and topics buyers are interested in. On the account level, insights are aggregated in order to identify buyer groups and committees and their respective interests.
🏆 Marketing attribution reporting allows to understand which marketing campaigns, events and content is driving lead qualification rates and opportunity win rates.
