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Financial Services: Engaging on Digital Sales Aids

Posted by Toby Petit on Aug 29, 2014 9:53:00 AM

How do you have a meaningful one-on-one conversation with customers engaging on a digital sales aid?

Financial services marketers are facing four key industry drivers: cross-channel engagement, mobile usage growth, customer segmentation and product bundling. In this blog, I'll address how Skura helps financial services companies plan and implement for the challenges without breaking the budget or losing customers and prospects to a poorly managed solution.

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What does it mean to deliver a better experience?

I was recently at a branch of a local bank chain near my home. It had been remodeled. The bank removed all of the counters and had its associates sit down with customers on couches with tablets in hand.  The bank employees still had to run to the back room for deposit and withdraw of funds, but I assume that’s for the next level of digital planning.

They indicated to me that the main reason for the change was to connect better with customers and make them feel more comfortable with digital banking. It was a very visible attempt by the bank to close the gap between the physical and the digital experience. The new program was still a little slow and not without its bumps, but it may yield significant benefits in the long run as banks focus on digital banking and a more unified customer experience.

Skura Corporation is working closely with leading banks and financial institutions to solve these challenges using a sales enablement solution. For example: most U.S. commercial banks are looking to integrate all their technologies, including mobile apps, in order to understand how and when customers interact with their digital properties. Skura provides an enterprise-level, multi-channel engagement system across the various digital properties.

Skura not only transforms the way the banks collect, own and analyze data, we also make it possible for them to gain knowledge of real-time customer behavior. This, in turn, gives banks the power to activate personalized messaging, whether the customer was on the bank's website, at a kiosk or using their smartphone.

A typical deployment for a system like this is estimated at approximately 2,000 hours.  However with Skura’s SaaS implementation, it takes less than 100 hours (just 5% of estimated budget). With such acceleration, banks almost immediately begin collecting the desired customer data - true omni-channel marketing! Skura also gives marketers the tools to rapidly create, deploy and listen to engagements in their marketing campaigns.

Is your financial services company delivering a better customer experience using digital sales aids?

 

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Topics: sales enablement solution, digital sales aids, multi-channel engagement

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