Independent financial advisors, as well as large institutions, are moving away from commissioned accounts to a fee-based approach. This not only has implications to their business models, but to their marketing models as well. This shift in focus applies to marketers across all verticals, as buyers have higher expectations and are harder to win over without having personalized conversations with them. Here are three key ways marketing automation can help you acquire and retain customers, in financial services and beyond.
Marketers are ignoring their own best practices and offering the exact same experience to every website visitor, every time they arrive—regardless of their behavior or attributes. Magnify that by thousands, sometimes millions, of visits, and marketers are missing a huge opportunity to truly connect with their audience as individuals—which makes a real impact on their revenue. And that’s where web personalization comes in.