Get results across the full customer lifecycle.
The customer journey has radically changed. Banks are no longer in control of the sales funnel as prospects choose how and when to interact with your brand. A data-driven, omni-channel marketing strategy is now table stakes including social media. You need an agency partner that can help effectively address prospective customers with highly relevant, personalized creative to drive new accounts.
Acquiring new accounts is essential for growth. But this is when the real marketing begins. An effective onboarding strategy nurtures new accounts into profitable customers. Reinforcing their product along with choreographing enrollment in related services are key to starting a healthy relationship. Trellist can help optimize and even gamify your onboarding experience.
Account usage and deepening is a key stage for many retail banking products. By now, behavioral data is available to inform your personalization strategy. Signals gleaned from account activity can be leveraged to address your constituents on a 1-to-1 basis. We can assist with a segmentation strategy and triggered, multi-variate programs designed to optimize your existing customer marketing.
Optimal lifetime value is driven largely by cross-sell success. At a certain point, customer trust is earned and the stage is set to promote new products and services. By leveraging internal and external data sources, banks can achieve a single view of the customer. We can help by with multi-channel campaigns that promote the next best product throughout your ecosystem.
Customer loyalty is challenging in a hyper-competitive industry where customers are transient. You need to monitor behavior, spot signals of attrition and intervene before it’s too late. It’s also vital to reward customers with superior experiences that make financial management easy. Trellist specializes in loyalty programs and developing online banking websites and mobile apps for banks, credit unions and fintechs.
In a word, experience. We’ve spent over 15 years serving ﬁnancial institutions here at Trellist. And many of our leaders hail from your industry. So, driving marketing performance across the customer account lifecycle comes naturally. From retail banking products and wealth management to related services and platforms - our work touches millions of households every month. Because of this experience, clients think of us as partners and an extension of their marketing teams.
Strategic Leadership | Marketing & Communications
Partner | Consulting & Account Services
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