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Marketing for Microsoft Dynamics 365Natively built inside Dynamics 365, ClickDimensions empowers financial institutions to more effectively and efficiently find, nurture, convert and engage their ideal customers. ClickDimensions includes essential marketing tools like email marketing, campaign automation, web intelligence, web forms and landing pages, social marketing, surveys and more - all within your familiar Dynamics 365 environment.

So no matter the sales, marketing and customer engagement goals you want to achieve or who you want to connect with, ClickDimensions can help you reach their world without leaving yours.

Banking on the Customer ExperienceExample Scenario: Customer Onboarding with ClickDimensions

Knowing that you never get a second chance to make a good first impression on new customers, Aubergine Bank & Trust wanted to ensure they had a well-implemented onboarding process for new checking account holders.

Using the ClickDimensions campaign automation builder, the bank created an automated welcome campaign aimed at nurturing these new customers, while also assigning follow ups based on customer interactions.

Banking & Financial Services

Industry Spotlight

Financial services rank highest in website conversion rates compared to other industries, with a 10% conversion rate.

Source: MarketingSherpa

Sixty-seven percent of financial marketers say digital is more efficient, believing that it costs less to reach targeted consumers online than off.

Source: The Financial Brand

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The campaign automation includes several emails, all built with the easy-to-use ClickDimensions drag and drop email editor.

In addition to a simple welcome message, Aubergine Bank added a secondary offer for new customers to the initial email. This offer links to a form and landing page, both of which can be easily created within ClickDimensions, no coding required.

Fifty-six percent of digital marketers cited email marketing as the most effective program for retaining customers.

Source: eMarketer

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Within the campaign automation, Aubergine Bank uses wait timers and user notifications to ensure that emails are sent at the right time and that customer interactions with the emails are responded to by the right department and in a timely manner.

In addition to email marketing, landing pages, forms and campaign automation, ClickDimensions gives Aubergine a variety of other tools that can be incorporated into their customer onboarding process – or any other marketing efforts! – including SMS messaging, surveys, subscription preferences and event management.

See ClickDimensions in ActionInterested in learning more about how the ClickDimensions marketing automation solution can streamline your financial institution’s sales, marketing and customer engagement efforts? We are happy to show you examples like the one above and more during a demo. Contact sales@clickdimensions.com or call us at +1.888.214.4228 today.

SMS messages have an open rate of 98%.

Source: Mobile Marketing Watch