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How six banks improved their results with financial services marketing automation

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Turning data-driven marketing engagement into profits for banks

Financial services marketing automation is all about connecting with customers at the right time, through the right channels, with the right message. For regional and community banks, that means making sure customers see relevant offers when they’re already engaged, whether they’re checking their balance, paying bills or making a transaction.

In this infographic, you’ll see how six banks, ranging from $306 million to $1.2 billion in assets, each took their own approach to marketing engagement. But they shared one common goal: using data-driven strategies to reach customers more effectively. Their results prove that data-driven marketing engagement leads to higher conversions, stronger relationships and real revenue growth.

Download the infographic

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