Banking campaigns: personalized marketing made easy

6 min read

Unleashing the potential of a one-to-one marketing campaign in banking

Creating a personalized marketing campaign that reaches the right audience is crucial in a hyper-personalized world. In today’s fast-paced world, clients have increasingly high demands when it comes to the banking services provided by financial institutions. To meet these expectations, banks and credit unions must embrace cutting-edge technology to offer the right services at the right time efficiently.

digital banking with personalized campaigns-Deloitte-quote

As each client expects to have services tailored to their specific needs and preferences, ebankIT Campaign Tool can truly make a difference.

This campaign management tool is available on the ebankIT Management System (EMS) and serves as a centralized platform that houses all your marketing assets, including documents, communication, and approvals. You can view and create campaigns, customize them, establish client lists, and simulate the campaign’s behavior once it has been launched.

It also acts as an organized archive for all your completed tasks associated with the campaign, allowing for easy access and efficient management of your marketing resources. 

The banking Campaign tool is also incredibly versatile and can be used to create campaigns for a variety of different types of banks, from local community banks to larger national banks, credit unions, and so on. 

By leveraging the ebankIT Marketing Campaign Tool, you can design the perfect marketing campaign without the need for time-consuming and complex coding processes. This not only saves valuable time and financial resources but also simplifies the job of banking staff.

Discover the incredible capabilities of this cutting-edge marketing tool for banking.

Crafting your marketing campaign with ebankIT

The ebankIT Marketing Campaign Tool is a management tool that helps banks and credit unions to plan, implement and monitor their campaigns. It streamlines the creation process, allowing financial institutions to dedicate more attention to other essential aspects of their business.

In only 5 simple steps, you can swiftly build a campaign: 

1. Determine the characteristics: name, type, starting and ending date, language, and priority...

2. Choose the channels: front office, mobile or web banking, email, SMS, etc...

3. Select the location: top banner, footer, pop-up, pre-login screen...

4. Select the media type: video, image, text, carousel, custom...

5. Summary: review all the contents before launch.

The campaign tool allows you to determine every aspect of your campaign. As your marketing campaign evolves, your goals may shift as well as customer preferences, and your target audience may no longer resonate with the same content that initially attracted them.

You can easily implement a new campaign with new attributes to keep up with your business objectives. This can help you stay competitive and ensure that your campaigns always reach the right audience.

The Power of Personalization

Since the pandemic’s inception, the spike in online interactions has raised expectations, exposing customers to the personalization tactics of e-commerce heavyweights while increasing the bar for everyone else. Personalization is now the default norm for engagement, from online to mobile to in-person encounters.

Hyper-personalization has become essential for banks and everyone providing financial services. Banks need to focus on the customer experience in order to offer unique services to their customers.

71% of consumers expect companies to deliver personalized interactions and 76% get frustrated when this doesn’t happen.

- McKinsey, 2021

The ebankIT Marketing Campaign Tool allows you to define your audience based on different characteristics such as age, birthday, marital status, job, credit score, loans, and more so that you can effectively target and connect with a specific group of clients. 

ebankIT’s solution also grants greater flexibility to import existing marketing lists from XLM files or to create new ones based on various attributes within the interface.

Measure the Success of Your Campaign

After launching your campaign, it is essential to assess its performance to gauge the impact of your efforts and identify areas for improvement.

The ebankIT Marketing Campaign Tool includes an analytics tool that can track metrics such as views, clicks, lead generation, and conversions, providing valuable insights. It collects data from the various channels showcasing the campaign and presents all the information into an intuitive dashboard in real-time.

With this information, banking marketers can accurately personalize the content of future campaigns without requiring significant funds.


Launch your Marketing Campaign with ebankIT

The ebankIT Marketing Campaign Tool is a game-changer when it comes to banking marketing campaigns. Experience an effortless process that will save you time and resources when launching your marketing campaign. Download the brochure if you want to know more. 



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