Author Archives: Avantika Pandey

A Cocktail of Community Manager, Content Writer and Marketing Enthusiast. An avid reader and a scandalous shoe-holic. Wants to change the world one blog at a time.

Conversion Funnel Optimization 101 for Financial Services Companies [Part 2]

How Financial Services Companies can master Post-Purchase Customer Engagement with Marketing Automation Conversion Funnel Optimization 101 is an all-inclusive Marketing Automation Guide for Financial Services Companies. In this post, we’ll discuss how they can engage with their customers post-purchase by using Marketing Automation. In our previous post, we revealed the hacks for reducing pre-purchase drop-offs with marketing automation. Now let’s discuss how Financial Services Companies (FSCs) such as Banks, Micro-Lending Firms, Insurance Companies, etc. can engage and retain their customers post-purchase. And that too with our favorite marketing automation. WHY marketing automation for post-purchase communication, you ask? Here’s why.   […]

Conversion Funnel Optimization 101 for Financial Services Companies [Part 1]

How Can A Financial Service Provider Fix Leakages In A Purchase Cycle to Reduce Drop-Offs Conversion Funnel Optimization 101 is an all-inclusive Marketing Automation Guide for Financial Services Companies. In this post, we’ll discuss how Financial Businesses can optimize their Purchase Cycle with Marketing Automation.  Financial Services Companies like Banks, Micro-Lending Firms, Insurance Companies, etc. possess gold mines of customer data. They gather prolific amount of micro-data like personal identifiable information (PII), demography, employment, financial background, etc. at every stage of their sales funnel. However, their inability to utilize such data to their advantage often results in hampered customer experience and […]