Your account holders are telling you what they want—are you listening?

Marketing engagement in banking is all about connecting with customers at the right time, through the right channels, with the right message. In banking, that means making sure customers see relevant offers when they’re already engaged—whether they’re checking their account balance, using online bill pay or making transactions.

The six banks we’re about to explore, ranging from $306 million to $1.2 billion in assets, all took different approaches to marketing engagement. But they shared one common goal: to use data-driven strategies to reach their customers more effectively. Their results prove that data-driven financial services marketing automation campaigns lead to higher conversions, stronger relationships, and real revenue growth.