How banking and financial services companies can use automation to increase marketing ROI

May 11th, 2021 – 12 PM EDT

Tars and Act-on Webinar

How banking and financial services companies can use automation to increase marketing ROI

May 11th, 2021 – 12 PM EDT

Tars and Act-on Webinar
TRUSTED BY 500+ GLOBAL BRANDS
TRUSTED BY 500+ GLOBAL BRANDS
Customer ticker - mobile

Tars and Act-on webinar

For all the changes that the banking and financial services industry has seen in the past two decades, the basics have remained constant. The most effective strategy to acquire new customers isn’t investing in fancy new tools or adopting the next big digital channel. It’s delivering good customer service.

While online buying has certainly made access to financial services more convenient, people still want the reassurance of authentic human interaction while applying for financial services. This is why, over the last decade (and particularly in the last year) banks the world over have invested time, effort, and money in setting up proactive customer service operations that don’t just step in when something goes wrong, but also engage customers while they are making a buying decision.

Of course, implementing this strategy is easier said than done. In the era of digital marketing where traffic is easy to come by, delivering instant customer service 24×7 to every single prospect that comes your way requires an immense amount of manpower and resources that even the largest banks struggle to deal with. Put simply, it is near impossible to hire enough agents to respond to and follow-up with customers as quickly as is expected.

To overcome this hurdle, many are turning to the power of automation, and that is where this webinar comes into the picture. In this webinar, we’ll show you how you can harness the power of automation to deliver a fast, proactive buyer journey that delights customers and more importantly boosts conversion rates.

Tars and Act-on webinar

For all the changes that the banking and financial services industry has seen in the past two decades, the basics have remained constant. The most effective strategy to acquire new customers isn’t investing in fancy new tools or adopting the next big digital channel. It’s delivering good customer service.

While online buying has certainly made access to financial services more convenient, people still want the reassurance of authentic human interaction while applying for financial services. This is why, over the last decade (and particularly in the last year) banks the world over have invested time, effort, and money in setting up proactive customer service operations that don’t just step in when something goes wrong, but also engage customers while they are making a buying decision.

Of course, implementing this strategy is easier said than done. In the era of digital marketing where traffic is easy to come by, delivering instant customer service 24×7 to every single prospect that comes your way requires an immense amount of manpower and resources that even the largest banks struggle to deal with. Put simply, it is near impossible to hire enough agents to respond to and follow-up with customers as quickly as is expected.

To overcome this hurdle, many are turning to the power of automation, and that is where this webinar comes into the picture. In this webinar, we’ll show you how you can harness the power of automation to deliver a fast, proactive buyer journey that delights customers and more importantly boosts conversion rates.

About the speakers

Andrew Rice
  • Andy is a Demand Generation leader who has been building and executing B2B marketing campaigns for over a decade. At Act-On, he is focused on helping organizations build better marketing campaigns - delivering amazing and personalized prospect and customer experiences in a scalable way.
  • Like all good love stories, Levi's tryst with chatbot creation began in the most romantic setting on earth: the DMV. In 2017, while working for the Montana Department of Justice, Levi created an extensive chatbot customer support system for the DMV that dropped call volumes by 15%, cut average wait times by hours, and most importantly reduced the number of frustrated citizens venting their anger on overworked government employees.

About the speakers

Andrew Rice
  • Andy is a Demand Generation leader who has been building and executing B2B marketing campaigns for over a decade. At Act-On, he is focused on helping organizations build better marketing campaigns - delivering amazing and personalized prospect and customer experiences in a scalable way.
  • Like all good love stories, Levi's tryst with chatbot creation began in the most romantic setting on earth: the DMV. In 2017, while working for the Montana Department of Justice, Levi created an extensive chatbot customer support system for the DMV that dropped call volumes by 15%, cut average wait times by hours, and most importantly reduced the number of frustrated citizens venting their anger on overworked government employees.

What our customers say 💬

  • Michael Kupfer
    — Michael Kupfer, Director of Marketing, Harvard Business Solutions
    TARS team is very responsive and pleasant to work with. They actively recommend ways to improve performance and utilize the chatbot platform in additional ways. The chatbot builder UI is simple to use and the chatbots themselves are easy to launch and modify.

What our customer say 💬

  • Michael Kupfer
    — Michael Kupfer, Director of Marketing, Harvard Business Solutions
    TARS team is very responsive and pleasant to work with. They actively recommend ways to improve performance and utilize the chatbot platform in additional ways. The chatbot builder UI is simple to use and the chatbots themselves are easy to launch and modify.

The future of customer experience is conversational. Join us today.

The future of customer experience is conversational. Join us today.