We help Banking and Payments leaders navigate change, optimize customer experience, and drive loyalty with an agile go-to-market® strategy.
Spending the highest percent of revenue on Marketing of any industry, consumer finance companies rely heavily on marketing to drive business growth. Download our executive guide for 3 imperatives to better quantify marketing’s impact and balance investments across online and offline channels.
Millennial and Gen Z audiences will comprise more than 50% of consumers by 2025 (Brookings). Not only are these generations frequent switchers, but they also have higher expectations around customer service and digital experiences. Meeting their needs starts with becoming a customer-centric organization—knowing what drives their decisions and building voice-of-the-customer programs to grow LTV.
Many established financial services firms are powered by complex legacy operations, while fintech disrupts with haste. Using analytics to identify friction points and signal buying propensity, you can drive agile conversion and retention programs. All the while, get your teams—from local, physical branches to digital agents—on the same page.
In a highly regulated, mature market, brand is everything. Leverage messaging and positioning to be an innovator among disruption. Meanwhile, measure receptivity and awareness; connecting the points across the customer experience—powering acquisition and loyalty efforts
With limited insight into which cross-sell opportunities were worth their selling manager’s time, our client wanted an in-depth look at their installed base of more than 30,000 mid-market customers. Who were the high-propensity cross-sell buyers, and how could an indicator be triggered to the relationship and account managers for immediate action?
Steven Lewis leads the go-to-market solutions practice at MarketBridge, guiding the development and delivery of strategic efforts with sales and marketing leaders. Steven brings a differentiated go-to-market point of view that fuses insights and innovation with a focus on data, customer experience, business imperatives, and an understanding of complex routes to market. Working with industry leaders such as American Express, Visa, HSBC, and U.S. Bank, Steven brings 15 years of financial services leadership to help sales and marketing organizations navigate transformation and complex business dynamics to drive go-to-market effectiveness and cohesion.
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