Financial Customer Retention
Activate and engage customers across multiple chaannels
Bring down your average bounce and trigger customer engagement through relevant automated communication workflows. Design omni-channel and multichannel communication workflow to communicate with your customers through the channel of their choice - email, texts, mobile, Whatsapp, financial portals, cloud calls, physical branch visits, social media, and more.
Keep you customer engaged and increase customer LCV
Send relevant and important finances related information to enable customers at every step of their financial decisions. Send out tips, forms for policy booking, mutual funds, account opening, fixed deposit, etc. digitally for immediate action. Track and monitor customer activity across all channels and connect with them with the right message at the right time.
Re-engage customers with retargeting campaigns
Track and monitor customer activities throughout their lifecycle. Design and deliver retargeting ad campaigns to re-engage dormant customers. Automatically alter segments based on engagements to deliver the right kind of message and trigger engagement.
Identify sales opportunities to sell relevant products
Determine the sales opportunity based on the lead's age, financial information, requirements, location, insurance policy preferences, etc. from their inquiry. Accordingly, enable your relationship managers to pitch the right kind of product to convert the inquiry into website visits or branch visits.
Pay attention to cross-sell signals and recommendations
Based on customer interest and journey, design promotional offers that are exclusive and personalized. Offer special discounts or recommendations aligned with their interests over emails, SMS, push notifications, and on website. Get custom upsell and cross-sell recommendations automatically based on customer information.
Introduce appealing referral programs to retain customers
Design amazing referal programs for your existing customers with offers they can't say no to. Encourage existing customers to join these programs and be part of your elite groups and avail benefits. Retain customers with customized offers and trigger engagement.
Automate reminders for existing customers
Create event-based reminder campaigns to automatically remind customers about a policy maturing or renewal of fixed deposit or credit card bill payment due date, etc. Keep your customers in sync seamlessly so that they have a hassle-free experience with your financial portal.
Be prompt to take actions post customer-feedback
Customer retention relies heavily on how customer feedbacks are handled. Collect customer feedback either through physical forms or email or text them, and enact on their feedback instantly to ensure retention and return visit. Positive feedback indicates retention while negative feedback can be used to improve future customer experience. Make amends at the right point and keep your customers informed about the new changes based on their feedback to ensure return visit.
Negate system errors and inefficiency in management
Customer experience can falter if errors happen in customer records. Reduce chances of human error by regularly exchanging information and asking for confirmation from your customers, and keeping your database updated. This ensures that all information are correct and updated for automation campaigns.
Aritic PinPoint is GDPR-compliant
We understand the importance of protecting consumer data. Therefore, Aritic PinPoint is fully GDPR-compliant, and ensures complete safety of consumer data as long as companies using Aritic PinPoint adheres to all GDPR guidelines.
Want to increase customer engagement and retention?
Big or small, we have marketing automation features tailored for your financial center.
