A great rate, exceptional service and sweet campaigns have always played a central role in attracting people to your FI, but times have changed and these things alone are no longer enough. Customer expectations are escalating quickly, shaped by other sectors and led by giants like Amazon. In every industry – including financial services – it’s no longer just about a product.
Customers are choosing brands based on how they facilitate engagement across all channels and devices, whether or not they offer personalized service and how easy they make it to navigate the purchase funnel. The expectation for an outstanding customer experience is the new bottom line. Customer experience, and the technology that supports it, are the big drivers of innovation and strategy.
Knowing if you’re doing what you can and need to do to ensure that customers choose your brand is one of the keys to your ongoing growth and profitability. Maybe you’re already doing this. Maybe you’re ready to get started. Or maybe you’re not 100% sure where to start or what your goals and strategies should be.
We’ve developed a great tool that will help you determine if you’re on the right track with your digital strategies or if there are things you can be doing even better than you already are. We call it OARA (Online Acquisition Readiness Assessment). It’s a free service we offer any FI, whether you’re a thirdstream client or not. We’ll use our OARA tool to evaluate your organization’s current digital marketing position, then we’ll compare how you measure up to industry standards and best practices.
Our OARA measures tactics (or projected tactics) like:
- social media activities
- content marketing
- using and building your email list
- digital advertising and promotions
- how your website is working for you
- the effectiveness of your acquisition tool
It’s a simple process. During a short conversation with your team, we’ll ask you a series of simple questions about everything from social engagement to retargeting, Google AdWords and SEO. Your answers will give us the insight we need to:
- analyze where you’re at today
- offer detailed recommendations for each question asked
- identify a few key take-aways on how to increase your overall readiness for online acquisition.
Once we’ve completed your analysis, we’ll present you with a personalized results dashboard/report for you to share with key players within your organization.
You can take it from there if you’d like and choose to follow through with all or any of the recommendations that have come out of your OARA. If you’d prefer a more hands-on approach, we’d be happy to offer as much guidance and consultation as you’d like to get or keep your digital marketing strategies on track.
If you’d like to know more about this or go ahead and set up an OARA for your FI, it’s easy. There’s no commitment and it’s 100% gratis. Just give us a call at 403-381-1360 or contact firstname.lastname@example.org. We’re here to help. And we’re happy to do it.