Customer retention is critical, but in order to keep your bank growing, you also need a constant flow of new customers. How do you find them? What’s the best way to reach out to them? How can you improve your marketing? A CRM for financial services can help you answer all of these questions so you can provide your institution with a steady stream of new and ready leads.
While drawing in loads of customers is great, keeping track of and following up with each individual customer can overload your staff. So how do you create targeted, successful ad campaigns without knowing who your customers are and what they want? Well… you can’t. You need as much data as possible, but without proper organization, you won’t be able to see the trends. A great banking CRM allows you to create reports and graphic representations of key data points and trends, which makes it easy to share with your team, drive your marketing strategy, and keep your customers happy all the while.
You can see everything you need to know about each customer with Salesforce Marketing Cloud. Wondering how many leads can you trace back to last month’s social media campaign? Which of your web pages gets the most attention? Who’s talking about you and what are they saying? It’s all there.
A bank’s CRM solution can help keep track of customer behaviors and predict needs, and then automatically send out suggestions for how the bank can fulfill those needs with a tailored product offering.