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Marketing Event Automation - Customer Acquisition and Retention

  
  
  
  
  
  
  

 

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Marketing event automation can make the most of correspondence to your customers. While the idea of personalized, data-driven documents is not necessarily a new concept, what is new is the practical ability to put the approach into place. Easy to use and easy to implement tools like Statement2Web help you more fruitfully leverage the information you have about your customers to target their specific needs and interests.

Improving customer acquisition and retention with personalized correspondence is less about the technology and more about the intelligence behind how you use the technology. Marketing event automation allows you to put a thoughtful marketing strategy into place and then be assured of a nearly “lights out” operation by automatically triggering events and customer correspondence.

For example, when a new customer enrolls a welcome letter can be automatically generated that includes an “up-sell” offer (e.g., “get a free savings account…get a great rate on a certificate of deposit...refinance and reduce your mortgage payments,” etc.).  You don’t have to be a marketing genius; and instead of having to execute each correspondence manually Statement2Web simply triggers the marketing event to run automatically.   

The result is more comprehensive, less error prone and less costly customer communications with a superior level of consistency (in both printed and online correspondence). Just turn it on and measure the results in the reporting feature of Statement2Web.

Contact us today to learn more about how we can help through our network of independent and certified Statement2Web partners.

Call 770-814-4284 or email info@outsourcemanagement.com