Episode 90 - Creative Ways to Use Email Automation for Banks and Credit Unions

In our latest episode, Meredith Olmstead, CEO of FiGrow Solutions, joins forces with Inbound Marketing Manager Rebecca Gwaltney to explore creative and effective ways to harness the power of automated emails. Beyond the basics, they delve into advanced strategies for financial institutions to engage customers meaningfully, ensuring their services remain indispensable.

Key Takeaways:

Re-engagement Campaigns: Utilize transaction data to trigger re-engagement emails, encouraging consistent usage and reinforcing your status as the primary financial institution.

Product Lifecycle Communications: Automate emails around specific product milestones, such as post-purchase check-ins or warranty expirations, to maintain communication and offer relevant additional services.

Behavior-Based Customization: Tailor automated emails based on user behaviors and interactions, like page visits or product interest, ensuring content relevance and increasing conversion chances