Modern marketing for financial services sector is all about giving the customers the best experience in terms of engagement and ease of access. It is imperative to provide users with the right information at the right time to gain their trust and loyalty towards the brand. Here are 3 ways which can help banks, insurance and other financial services companies gain and retain their customers online.

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3 Ways to Gain Customer Trust and
Loyalty for Financial Marketers

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1. Craft an Emotional Connection on Digital Channels
Source of image: Google

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Traditional Way Digital Channels
Customer Engagement
8
6
4
2
1
Inmillions
Financial Marketers must build strong
customer loyalty and connection by
understanding their customer motivations.
Financial Marketers can have direct
conversations with customers by using digital
channels like ChatBot, Banner Personalization,
Browser push notification, etc.
Source of image: Google

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‘Because you always share an
emotional connection with your
customer’
Web push
Notification
ChatBot
Banner
Personalization
Onsite
Notification
Wishing you a very
Happy Birthday. Apply
for lack credit Card now
to avail Reward Points
upto 10,000.
Apply Now

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2. Simplify User Experience
Source of image: Google

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 Prospects or customers who undergo
complex user experiences have a
greater tendency of "dropping off"
while engaging with their service
providers.
 To increase customer adoption and
loyalty, financial companies must
strive to ensure that customer
experiences are easy to navigate.
*This is an image with relevant information and easy to navigate*

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Below is the data of users dropping off from website if the
message is not relevant.
More than 70%
leave website
Around 30% stay
in website
*The website banner has a static message which is shown to every user*

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Hi John,
Own the car you always loved
Get a pre-approved car loan of Rs. 8,00,000.
EMI starting at Rs. 8000/month
APPLY NOW
The website banner is hyper-personalized
according to individual user journey.
Hyper-personalized messages helps to
increase website conversions by 40%
by enhancing online user engagement.

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Source of image: Google
3. Use Customer Data Responsibly

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Source of image: Google
Data breaches have risen 400% in financial services firms
0
1
2
3
4
5
6
7
8
2000 2010 2019
Banking
Other Financial

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Source of image: Google
 People entrust the financial services
companies with their most personal
information. It is the responsibility
of the institute to provide them with
the best possible protection.
 Financial Services institutions should not
go down the road of some of the leading
big data firms who are facing severe
backlash for misuse of customer data.

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Conclusion
Source of image: Google

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Every customer wants to feel valued by their service provider. To maintain brand
loyalty, they demand a seamless customer journey that culminates in an enriching
and personalized experience on all digital channels.
You can check out our blogs
by clicking on the link below.
https://blog.lemnisk.co/3-ways-
financial-marketers-can-gain-
customer-trust-and-loyalty
Source of image: Google

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Thank you