Financial Services Lookbook
12 great financial services direct mail examples delivered to our mailbox.
Marketing Tools For Loan Officers
A large mortgage company decided to take everything in house and use PFL to help them execute smarter, multichannel automated campaign tied directly into Salesforce.
Guide To Using Direct Mail for Financial Institutions
How Top Financial Institutions Use Direct Mail PDF Version Pushing the Boundaries of Direct Mail to Build a Great Customer Experience Introduction In the past direct mail lived in a vacuum. It couldn’t provide feedback very well at all, certainly not as quickly as digital channels. It couldn’t be easily personalized and building a bridge […]
6 Ways Financial Services Can Boost Their Digital Marketing
It’s a digital world out there, and even old-school industries have to change their marketing strategies if they want to keep up. And in finance, where industry regulations have generally made it more difficult for businesses to branch out with their digital marketing strategies, it’s important to get creative. Seventy-one percent of financial service organizations […]
6 Innovative Direct Mail Marketing Ideas for Financial Service Companies
The onset of digital marketing (now a $100 billion industry) doesn’t necessarily spell the end of direct mail marketing. Among others, those in the financial service industry (banks, credit unions, and investment companies), direct mail marketing continues to provide an exceptional opportunity to connect with current clients, bring in new ones, and spread brand awareness […]
10 Marketing Ideas for Financial Advisors
Marketing managers in the financial space are in a unique position. There are a lot of factors that play in to the success and creativity (or lack thereof) of a financial marketing campaign, including consumer trust, industry standards, and of course, good old federal regulations. But just because these factors exist doesn’t mean they have […]
Top 5 Challenges For Financial Services Marketers
The past decade has seen unprecedented changes in the U.S. financial market, particularly around technologies, regulations, and consumer relations. And these changes have had a profound effect on how financial services do their marketing. Industry insiders have been working to address the new challenges of marketing financial services, and fortunately for those in the field, […]
Creating Powerful Customer Experiences for Financial Service Pros
The banking sector has undergone some pretty major transformations in the past decade. Since the financial crash of 2008, banks and credit unions have been in a tight bid to win back consumer trust. The goal has been spotlighting the customer experience while adapting to technology that prioritizes convenience over in-person interactions. Powerful customer experiences […]
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