Post by account_disabled on Dec 7, 2023 5:29:20 GMT
Must comply with three master conversion rules. First, when the person gets there, it is clear to them that they have reached where they wanted to go. There are FinTech websites already there, it is not clear what they sell, what services they offer and how they can help. Second, communicate trust. Well, with more than Fintech companies in Mexico, it is no longer so easy to know who to trust and who not to. So if the institution has symbols of trust, it should display them.
Third, make it very clear what needs to be done. The person who came to the place and who came there because he wanted to get there, must understand what he should do. What is the next step, who should you contact, how, what Digital Marketing Service documents should you provide, what processes should you follow, . Personalization FinTechs must automate their customer service management. They must have a CRM to know exactly what needs their customers have and manage the data to carry out a detailed and concise segmentation.
What content to send to which client and what services should be offered to each one. The massive and electronic nature of FinTech makes personalization a challenge, but with an adequate CRM, speaking to each customer based on their needs and interests is easier. Have you suffered calls from banks like HSBC or Citi Banamex, who send armies of heartless telemarketers to invade people's privacy with incessant calls without even looking to see if the recipients of those calls are not already their clients.
Third, make it very clear what needs to be done. The person who came to the place and who came there because he wanted to get there, must understand what he should do. What is the next step, who should you contact, how, what Digital Marketing Service documents should you provide, what processes should you follow, . Personalization FinTechs must automate their customer service management. They must have a CRM to know exactly what needs their customers have and manage the data to carry out a detailed and concise segmentation.
What content to send to which client and what services should be offered to each one. The massive and electronic nature of FinTech makes personalization a challenge, but with an adequate CRM, speaking to each customer based on their needs and interests is easier. Have you suffered calls from banks like HSBC or Citi Banamex, who send armies of heartless telemarketers to invade people's privacy with incessant calls without even looking to see if the recipients of those calls are not already their clients.