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1、Harnessing Data for Client-Centric Growth and Lasting Loyalty The Optimove Financial Services Provider Survey&Report:AUG 2023The Optimove Financial Services Provider Survey&Report:Harnessing Data for Client-Centric Growth and Lasting Loyalty Table of Contents:IExecutive Overview 3IIMethodology 4IIIC

2、onsumer Trust in Their Financial Services Provider 4-12IVConsumer Perceptions of Their Financial Services Provider 12-27VConclusion 27VIAbout Optimove 283|Executive OverviewThis report explores client perceptions of the financial services industry through two sections:“Trust”and“Awareness.”Cultivati

3、ng trust through exceptional client service and proactive engagement positively influences client awareness and their openness to diverse financial services.With this in mind,the Trust section delves into client trust levels in financial institutions and advisors,emphasizing its role in enhancing sa

4、tisfaction and loyalty.The Awareness section focuses on consumer awareness and perceptions of the providers expertise.Both sections highlight the importance of personalized,transparent interactions to strengthen trust and encourage clients to explore additional financial products and services.Furthe

5、rmore,the report emphasizes the critical need for financial service providers to bridge the gap between client awareness and perception by leveraging their reputation and track record to introduce new services to existing clients.Moreover,personalized financial advice and understanding evolving pref

6、erences are highlighted as being vital for building trust and enhancing the institutions market position.By harnessing data for client-centric approaches,especially understanding if a client is having a significant life event,providers can meet client needs,foster loyalty,and ensure long-term busine

7、ss growth in a fiercely competitive marketplace.4|Methodology The Optimove 2023 Financial Services Survey was based on queries of 260 US citizens in July 2023.Respondents were ages 18-60,60%male/40%female(no respondents were non-binary or declined to answer);and household incomes were$100,000-plus.|

8、Consumer Trust in Their Financial Services Provider Executive Summary:TrustConsumer Overall Trust in Their Financial Services Provider|While a considerable percentage of clients have high or very high trust in their financial institutions,a noteworthy proportion of clients do not have a similar leve

9、l of trust.Financial institutions should work towards building and reinforcing trust to enhance client satisfaction and loyalty.Level of Trust in Their Financial Institution When Considering Purchasing Additional Services|To sell new services to existing clients,financial institutions should focus o

10、n leveraging their reputation and track record,ensuring transparent communication,offering competitive interest rates and fees,delivering positive experiences with existing services,and providing personalized recommendations based on client needs.Limited Trust in Financial Advisors for Multiple Fina

11、ncial Needs|To win consumer trust for multiple financial needs,financial institutions should enhance communication and transparency,offer personalized financial advice,demonstrate expertise and experience,provide exceptional client service,and educate clients about the full range of financial servic

12、es available.Source:Optimove 2023 Consumer Financial Survey5Advantages of Their Provider in Offering Multiple Financial Services|Financial institutions should prioritize convenience,consider discounts for bundled services,offer personalized advice,and address the trust gap to improve client loyalty

13、and trust.Limited Trust as a Source of Financial Advice|Financial institutions canaddress concerns of limited trust in financial advice with a comprehensive approach of 1)enhancing transparency,2)offering personalized advice,3)empowering financial literacy,4)employing qualified advisors,5)maintainin

14、g regular communication,6)seeking client feedback,7)building apositive reputation,8)showcasing success stories,and 9)emphasizing robust security measures.Influence of Brand Name and Reputation|Financial institutions must have a stellar reputation and meaningful personal interactions to win consumer

15、trust.The combination of a strong brand reputation and personal service is vital for establishing and maintaining trust with clients in the financial industry.Source:Optimove 2023 Consumer Financial Survey6DETAILED RESULTSClient trust in their financial institution is high:One-third(33%)of clients o

16、f financial institutions expressed that they have“very high”trust in their primary financial institution.In addition,forty percent(40%)have“high trust.”Twenty-seven percent(27%)of respondents,however,said they lack high trust in their primary financial institution.3%40%20%4%33%Very highHighNeutralLo

17、w Very LowHow would you rate your overall level of trust in your primary financial institution?Financial institutions should be aware of this“lack of trust”among a portion of their clientele and work towards building and reinforcing trust to enhance client satisfaction and loyalty.Financial institut

18、ions should focus marketing on their track record when looking to cross-sell products:When asked about the factors that influence respondents level of trust in their financial institution when considering purchasing additional services,the top choice was“Reputation and track record,”selected by 36%o

19、f respondents,followed by“Transparent communication about products and fees”noted by 24%.Source:Optimove 2023 Consumer Financial Survey70%5%10%15%20%25%30%35%40%24%14%13%2%11%36%What factors influence your level of trust in your financial institutionwhen considering purchasing additional services?Re

20、putation and track recordTransparent communication about products and feesCompetitive interest rates and feesPositive experiences with their existing servicesPersonalized recommendations based on your financial needsRecommendations from friends or familySource:Optimove 2023 Consumer Financial Survey

21、These were followed by“competitive interest rates and fees,”(14%);“positive experiences with their existing services,”(13%);and“personalized recommendations based on your financial needs,”(11%).For financial service providers to sell new services to existing clients,there is no silver bullet.Whats r

22、equired is a comprehensive approach that focuses on the following:1.Emphasize positive client experiences and past successes to build trust2.Tailor new service recommendations to match client needs3.Provide clear and comprehensive information about the new services and their benefits4.Price the new

23、services attractively compared to market standardsBy implementing these approaches,the institution can foster trust,loyalty,and interest among its existing clients,leading to the successful introduction of new services.Source:Optimove 2023 Consumer Financial Survey8Clients have limited trust in fina

24、ncial advisors for multiple financial needs.The survey revealed that just 40%of clients of these firms implicitly trust their financial institution as the primary financial advisor for multiple financial needs.It underscores that 60%of respondents do not“totally trust”their financial service provide

25、r as their primary financial advisor for multiple financial needs.Thirty percent of respondents are neutral or unlikely to trust them at all.6%30%19%5%40%Very likelySomewhat likelyNeutralSomewhat unlikelyVery unlikelyHow likely are you to trust your current financial institution as your primary fina

26、ncial advisor for multiple financial needs?To win consumer trust for multiple financial needs,financial institutions should focus on the following:Enhancing communication and transparency Offering personalized financial advice Demonstrating expertise and experience Providing exceptional client servi

27、ce And educating clients about services Convenience is the#1 benefit clients see in consolidating financial services with a single providerRespondents noted that the number one advantage of potential benefits of purchasing multiple financial services from one institution was Streamlined account mana

28、gement and convenience(41%).Second was 27%of respondents Source:Optimove 2023 Consumer Financial Survey9who chose“Potential discounts or preferential rates for bundled services.”0%5%10%15%20%25%30%35%40%45%27%16%13%3%41%What are the potential benefits of purchasing multiple financial services from o

29、ne institution?Streamlined account management and conveniencePotential discounts or preferential rates for bundled servicesEnhanced trust and confidence in the institutionPersonalized recommendations based on your financial needsI see no advantagesA notable finding is that just 16%of respondents cit

30、ed an“enhanced sense of trust and confidence”when considering the benefits of purchasing multiple financial services from a single institution.Furthermore,13%mentioned access to“personalized recommendations based on financial needs”equating to financial advice and guidance that contributes to trust.

31、It underscores the potential for bundling services to improve client perception of trustworthiness.Based on the data,financial institutions should:Prioritize convenience to encourage engagement Consider discounts for bundled services Offer personalized advice that aligns with individual needs Improv

32、e transparency to demonstrate trustworthiness Financial service providers should focus on convenience,incentives,and personalized advice to enhance client loyalty and trust.Clients may have doubts about the advice provided by their financial advisor When respondents were asked if they trusted their

33、financial services provider Source:Optimove 2023 Consumer Financial Survey10as a source of valuable financial advice and guidance,forty-six percent(46%)said they were“very likely.”Thirty-one percent(31%)said they were somewhat likely,inferring some doubt.2%31%16%5%46%Very likelySomewhat likelyNeutra

34、lSomewhat unlikelyVery unlikelyHow likely are you to trust your financial institution as a source of valuable financial advice and guidance?Source:Optimove 2023 Consumer Financial Survey The remaining 23%of respondents were neutral or unlikely to trust their financial services provider for advice.Th

35、e bottom line is that 54%of respondents do not have complete confidence in their primary financial service provider as a source of valuable financial advice and guidance.Overall,the data reveals that a significant portion of respondents have some doubts about the trustworthiness of their financial s

36、ervices provider in offering valuable financial advice.Financial institutions should address these concerns to improve client confidence and loyalty.Financial institutions can address the concerns of limited trust in financial advice by taking several strategic steps:11.Provide clear and transparent

37、 information about financial products,fees,and services.Utilize client data and preferences to deliver relevant and valuable recommendations .Educate clients about financial matters through educational resources to build trust and confidence in financial decisions.Provide timely updates,relevant mar

38、ket insights,and valuable financial tips.Share success stories to forge deeper connections and help instill client confidence.Emphasize robust security measures to protect clients financial information and assets,demonstrating a commitment to their safetyFinancial institutions can foster trust,addre

39、ss concerns,and build stronger,lasting relationships with their clients by implementing these strategies.No silver bullet to drive trust among clients:When asked what has the greatest impact on their level of trust in their financial services provider,brand name and reputation or the personal contac

40、t and relationship with representatives at the institution,brand name was cited by 37%of respondents as the more critical factor.0%10%20%30%40%27%37%26%9%The brand name and reputationof the institutionThe personal contact and relationshipwith representatives at the institutionBoth have an equal impa

41、ctNot sure/No preferenceWhen it comes to your level of trust in your financial institution,which do you believe has a greater impact?Source:Optimove 2023 Consumer Financial Survey12345612Personal contact was noted by 27%of respondents.And twenty-six percent(26%)indicated that both have an equal impa

42、ct.These responses underscore that providers must have both a stellar reputation and personal service to win consumer trust.IVConsumer Perceptions of Their Financial Services Provider Executive Summary:Consumer Perceptions Navigating Marketing Fatigue:To address the need for personalized,relevant ma

43、rketing communications,financial services providers need to look at adopting robust client-centric strategies such as segmentation and personalization,preference management,behavioral tracking,personalized offers,and client feedback loops.Implementing these strategies will enhance engagement,build t

44、rust,and ensure that marketing messages resonate with individual client preferences and needs.Relevancy is critical in mitigating marketing fatigue,so service providers must understand clients needs based on life circumstances.Consumer Awareness of Services Offered:Although a significant percentage

45、of respondents are aware of the extensive services offered by their financial services provider,thirty-three percent(33%)remain hesitant to explore additional offerings.Encouraging clients to embrace these services is essential for financial institutions to bridge the gap between awareness and perce

46、ption.Awareness of Provider Expertise:Survey results highlighted differing client perceptions of financial services providers expertise in offering financial products and services.Addressing this gap requires improved communication,personalized innovation,and proactive client engagement to understan

47、d evolving needs.Source:Optimove 2023 Consumer Financial Survey13Understanding,Personalizing,and Anticipating Client Needs:By adopting client-centric approaches,financial services providers can significantly bolster client satisfaction,foster increased loyalty,and elevate their position in the compe

48、titive financial market.Elevating Client Service:The Path to Enhanced Loyalty:The role of client service in shaping client loyalty within the financial services industry cannot be understated.Financial services providers should focus on prioritizing personalized communication,efficient issue resolut

49、ion,and proactive engagement to foster lasting loyalty and strengthen their market position.The Importance of Proactive Recommendations and Timely Advice:To address the disconnect between client expectations and the level of service provided,financial services providers should adopt a multifaceted a

50、pproach.Utilize analytics to understand client needs,invest in personalized support,offer comprehensive financial planning,and proactively engage clients with relevant financial advice and recommendations.Consumer Perception of Personal Financial Management:Consumer financial literacy and confidence

51、 create an opportunity for financial services providers to deliver personalized solutions that address specific needs and foster stronger client relationships.DETAILED RESULTSFinancial services providers must improve message relevancy to mitigate marketing fatigue While 84%of respondents receive mar

52、keting communications from their financial services provider,more than three quarters(76%)say they get too many messages.Forty percent of respondents that get too many messages noted they would like the messages to be more personalized.In addition,twelve percent(12%)of respondents do not want any me

53、ssages.Source:Optimove 2023 Consumer Financial Survey140%10%20%30%40%50%60%70%80%12%12%76%How clients feel regarding the marketing messagesthey receive from their financial institutionsFewer messagesFewer messages,but more relevant onesDo not get enoughDo not want any messages36%40%Get too manyFurth

54、ermore,thirty-seven percent(37%)said they would like to receive more marketing messages from their financial services provider regarding additional products and services not associated with their current account.These respondents found those messages educational.It should be noted that 6%feel bombar

55、ded by the volume.0%5%10%15%20%25%30%35%40%33%24%6%37%In thinking about communications from your financial institution,how do you feel about the frequency and number of messages youreceive that are about other offers not associated with your account?I receive just the right amountI would like to rec

56、eive more,they are often helpful and educationalI wish I could receive a few less,sometimes they are irritatingI feel I am bombarded by them and often ignore themRespondents overwhelmingly(79%)appreciate marketing messages about Source:Optimove 2023 Consumer Financial Survey15additional products and

57、 services.Forty-three percent noted that these messages help them think of new products/services they need,and 36%said of respondents like these messages,but they must be relevant.Of note,as in previous surveys,respondents prefer email as the method of communication from their provider,in this surve

58、y chosen by 68%of clients.36%13%8%43%Would you like to receive marketing messages of additionalproducts offered by your financial institution?Yes,but they have to be relevant to what I know I needYes,messages help me think of new services/products I may needNo,messages are irritatingNo,I manage my o

59、wn money and know how to do it0%5%10%15%20%25%30%35%40%45%0%10%20%30%40%50%60%70%80%What is your preferred method for your financial institution to reach out to you?68%15%8%3%3%2%1%Text messageEmailMobile app notificationPhone callRegular postal mailIn-person meetingOtherSource:Optimove 2023 Consume

60、r Financial Survey16It should be noted that 41%said that they receive more than half of communications that address subjects not associated with their account.And the number one reason clients of financial institutions open a communication from their financial services provider is“relevancy”cited by

61、 60%of respondents.This was followed by“special offers or discounts”(27%).0%5%10%15%20%25%30%35%5%26%28%23%14%4%0%1%-24%25%-49%50%-74%75%-99%100%What would you estimate is the percentage of communications from your financial institution that you open not associated with your accounts?010203040506070

62、27%60%13%Relevancy an offer or information related to my financial needs at the timeSpecial offers or discountsNothing in particularWhat is the most important factor that would make you open a communication from your financial institution?Bottom line?Relevancy matters.Financial institutions must add

63、ress the need for personalized,relevant marketing communications by taking the following steps:Source:Optimove 2023 Consumer Financial Survey171.Utilize client data to segment your audience and tailor marketing messages to each segment for relevancy 2.Know(through data and personal conversations)if

64、a client is having a life event.If a person is buying a house,or having a wedding,they are open for financial help3.Allow clients to choose the frequency and types of messages they receive,giving them more control over their interactions with the institution 4.Implement opt-in programs for specific

65、marketing communications and ensure that the messages clients receive align with their interests and requirements 5.Employ behavioral tracking and analysis to refine future campaigns and deliver more targeted content 6.Implement regular A/B testing to determine which messages resonate best with diff

66、erent audience segments7.Establish a feedback loop with clients to gather insights on their satisfaction with marketing communicationsBy implementing these strategic steps,financial institutions can mitigate marketing fatigue,and build stronger relationships with their clients based on trust and per

67、sonalized engagement.Clients have high awareness of available services but a third are unlikely to purchase additional ones Ninety-five percent(95%)of respondents are aware that their financial services provider offers a wide range of services beyond their core offerings.And while the majority(68%)i

68、ndicated a likelihood of purchasing additional financial services,32%expressed they were less likely to do so,indicating the existence of factors influencing clients decisions to not engage further with their financial services provider.Source:Optimove 2023 Consumer Financial Survey185%30%19%8%38%Ve

69、ry likelySomewhat likelyNeutralSomewhat unlikelyVery unlikelyHow likely are you to consider purchasing additional financial services from your current financial institution?To address the contrasting responses and encourage more clients to explore additional financial services,providers can consider

70、 taking the following steps:Personalize product and service recommendations Initiate educational campaigns that highlight services offered Provide incentives and offers to compel engagement Clearly communicate the pricing and benefits of different services Implement robust client support to address

71、client questions and concerns Maintain regular communication to demonstrate transparency Building trust,providing personalized experiences,and demonstrating the value of additional services are key factors in encouraging clients to explore the full range of offerings available to them.By adopting th

72、ese approaches,providers can work towards bridging the gap between clients awareness and perception of extended services-and their willingness to embrace them.Most clients believe their institution can effectively offer wider services According to the survey,85%of respondents trust their financial s

73、ervices providers ability to offer diverse financial products and services.Nevertheless,15%of participants perceive a gap,indicating some doubts about their Source:Optimove 2023 Consumer Financial Survey19providers capabilities.Source:Optimove 2023 Consumer Financial Survey3%12%85%YesNoUnsureDo you

74、believe that financial institutions have the necessary expertise to offer a wide range of financial services effectively?34%18%5%42%Very wellSomewhat wellNeutralNot very well1%Not well at allHow well do you think your financial institution keeps up with emerging financial trends and offers innovativ

75、e products/services to meet evolving customer needs?To address the perception gap regarding the financial services providers capabilities and improve alignment with emerging financial trends,providers should consider the following strategies:Enhance communication channels to clearly articulate the s

76、ervices and expertise on offer Utilize client testimonials and case studies to showcase successful outcomes and satisfied clients Conduct regular client feedback surveys to gather insights into client perceptions and areas for improvement Source:Optimove 2023 Consumer Financial Survey20 Invest in on

77、going training and development for employees to stay current with industry trends and continuously improve their expertise By focusing on the above,the financial services provider can work towards closing the perception gap and position themselves as a forward-thinking and reliable choice in the com

78、petitive financial services landscape.Clients say that financial institutions do not understand and effectively address their goals and objectives The survey results indicate that there is room for improvement in how financial services providers understand and anticipate the individual needs of thei

79、r clients.Forty-one percent(41%)of respondents feel their financial services provider understands their unique financial goals and objectives“very well,”while 28%responded with“somewhat well.”However,a significant 32%remained neutral or unconvinced.3%28%23%5%41%Very wellSomewhat wellNeutralNot very

80、wellNot well at allHow well do you feel your financial institution understands your unique financial goals and objectives?Additionally,65%of respondents expressed dissatisfaction with their financial institutions ability to offer personalized financial solutions tailored to their needs.Moreover,60%o

81、f respondents feel that their Source:Optimove 2023 Consumer Financial Survey21financial institution lacks adequate proactivity in anticipating and addressing their changing financial needs.35%20%7%35%To a great extentTo some extentNeutralTo a limited extentNot at allTo what extent do you believe you

82、r financial institution provides personalized financial solutions tailored to your specific needs?3%65%dissatisfaction with their financialinstitutions personalized financial solutions 4%24%23%9%40%Very proactiveSomewhat proactiveNeutralNot very proactiveNot at all proactiveHow proactive do you perc

83、eive your financial institution to be in anticipating and addressing your changing financial needs?Source:Optimove 2023 Consumer Financial Survey60%feel their financial institution lacks adequate proactivity to address their changing financial needsTaking the following proactive steps will support t

84、hat all-important client-centric approach that fosters loyalty:1.Invest in technologies and tools that enable personalized financial planning for each client.Providing tailored recommendations and solutions can significantly improve client satisfaction Source:Optimove 2023 Consumer Financial Survey2

85、22.Leverage AI-powered data analytics to analyze client behavior and preferences and anticipate client needs 3.Conduct regular reviews of clients financial plans to ensure they remain aligned with their evolving goals 4.Personalize marketing messages to cater to individual client segments,highlighti

86、ng services relevant to their specific needs 5.Offer multiple channels of communication for clients to interact,including email,web,mobile apps,and face-to-face meetings 6.Streamline the client onboarding process to capture essential financial information and goals and preferences from the outset By

87、 adopting these client-centric approaches,financial services providers can significantly bolster client satisfaction,foster increased loyalty,and elevate their position in a fiercely competitive financial market.Elevating client service:the path to enhanced loyalty Besides competitive interest rates

88、 and fees,the most significant factors in influencing client loyalty was excellent client service cited by 25%of respondents.Notably,over a quarter(27%)of participants mentioned that poor client service experiences would prompt them to consider leaving their current financial services provider.Howev

89、er,more than one-third(34%)are unlikely to recommend their financial services provider to others.0%5%10%15%20%25%30%35%What factors contribute to your loyalty to your current financial institution?33%25%11%10%7%6%2%5%1%Excellent client serviceCompetitive interest rates and feesUser-friendly online/m

90、obile banking platformsConvenient branch/ATM locationsLong-standing relationship with the institutionPositive experiences with their existing servicesTrust in the institutions financial stabilityPersonalized attention and relationship with a specific representativeOtherSource:Optimove 2023 Consumer

91、Financial Survey23What circumstances would make you consider leaving your current financial institution?27%22%16%12%10%7%1%5%Unexpected or excessive feesPoor client service experiencesLack of competitive interest rates or loan termsLimited or outdated digital banking capabilitiesBetter offers from o

92、ther financial institutionsInadequate support for financial goals and needsNegative changes in ownership or managementOtherVery likelySomewhat likelyNeutralSomewhat unlikelyVery unlikelyHow likely are you to recommend your current financial institution to others?Source:Optimove 2023 Consumer Financi

93、al Survey7%28%18%9%38%34%are unlikely torecommend their financial servicesprovider to others While 63%of respondents state that their financial services provider knows them well,41%report that the service provider lacks awareness of significant life events.These life events present valuable connecti

94、on and sales opportunities for financial service providers.2441%59%YesNoDoes your financial institution contact known when you had a life event including graduation,marriage,children,etc?37%63%Does your financial institution contact know you well?63%say their financial institution knows them well,bu

95、t 41%say their financial institution is unaware of significant life eventsThese findings stress the importance of client service in shaping client loyalty in the financial services industry.To foster loyalty,financial institutions should focus on the following:1.Utilize client data and insights for

96、personalized interactions and tailored recommendations.Financial service providers must understand their clients,particularly during significant life events 2.Be proactive in reaching out to clients with relevant information,updates,and personalized offers 3.Reward Loyalty by offering exclusive bene

97、fits,discounts,or personalized offers to loyal clients,encouraging them to stay engaged 4.Use data-driven insights to identify trends and areas that need further enhancement to ensure a consistent and positive client service experience 5.Equip staff with the necessary skills and knowledge to deliver

98、 exceptional client service and handle various client inquiries and concerns effectively Source:Optimove 2023 Consumer Financial Survey251.Conduct regular surveys,encourage client reviews,and analyze feedback to identify areas for improvement and address specific pain pointsProactive recommendations

99、 and timely advice are key for client loyalty The survey highlights a disconnect between client expectations and financial service providers;forty-five percent(45%)of respondents find proactive suggestions essential-but 57%feel their provider lacks timely financial advice:60%dont believe their finan

100、cial services provider understands the challenges and financial concerns specific to their life stage or demographic 40%of respondents indicated that they did not receive sufficient assistance from their financial services provider in navigating key life events such as births and marriage 45%of resp

101、ondents emphasized the importance of receiving proactive suggestions or alerts to help support their financial management Over 60%of respondents dont believe their financial services provider is adequately ensuring their financial needs are met 2%24%25%6%43%Very responsiveSomewhat responsiveNeutralN

102、ot very responsiveNot at all responsiveIn your experience,how responsive is your financial institution in providing timely advice and recommendations based on your financial situation?6.Source:Optimove 2023 Consumer Financial Survey2632%17%4%45%Very importantSomewhat importantNeutralNot very importa

103、ntNot at all importantHow important is it for you that your financial institution offers proactive suggestions or alerts to help you manage your finances more effectively?2%32%18%8%4%38%To a great extentTo some extentNeutralTo a limited extentNot at allTo what extent do you feel your financial insti

104、tution goes above and beyond to ensure your financial needs are met?28%21%6%44%Very wellSomewhat wellNeutralNot very well1%Not well at allIn terms of understanding and anticipating your financial needs,how well do you feel your financial institution performs?27Neglecting proactive support,personaliz

105、ed solutions,and timely assistance can lead to dissatisfaction and reduced loyalty.Focusing on the following could help:1.Implement robust communication channels to proactively engage clients and offer relevant financial advice and recommendations 2.Use data analytics to segment clients by life stag

106、es,demographics,and financial preferences then tailor services to address needs 3.Train managers and advisors to provide personalized support during key life events 4.Proactively update financial plans to demonstrate a commitment to financial well-being By embracing these client-centric approaches,f

107、inancial services providers can forge stronger relationships with their clients,cultivate loyalty,and establish a solid foundation for long-term success.VConclusion Financial services providers can enhance client relationships and drive business growth by leveraging client data to deliver personaliz

108、ed communications.Providers must connect with clients know when they need financial help during key life events such as marriages,births,graduations and more.It is these moments when providers can accelerate trust-building.Then when engaging with clients,providers can have transparent,and proactive

109、engagement,along with exceptional client service to foster long-term client loyalty.By continuously adopting client-centric strategies,financial institutions can stay ahead in the competitive landscape,ensuring a strong market position and sustained growth.28VIAbout Optimove Optimove is the first Cl

110、ient-Led Marketing Platform.Its solutions ensure that marketing always starts with the client instead of a campaign or product.Client-led marketing has been proven to deliver brands an average increase of 33%in client lifetime value.It is the only client-led marketing platform powered by the combina

111、tion of 1)rich historical,real-time,and predictive client data,2)AI-led multichannel journey orchestration,and 3)statistically credible multitouch attribution of every marketing action.Optimove provides industry-specific and use-case solutions for hundreds of leading consumer brands including BetMGM,SodaStream,Pennsylvania Lottery,Papa Johns,bet365 and Staples.For more information go to O