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MarTech Strategy & Ops for Banking and Financial Services

Accelerate your marketing ROI

Spotlight

2023 Marketing technology trends in banking and financial services

Content marketing is all-pervasive in the world’s largest asset and wealth, private equity, and advisory firms. In the last decade or so, digital and content marketing, as an integral part of the overall marketing plan, has become more prominent. In the banking space there are definitive trends which banks are pursuing in the digital marketing space:

  • Spend to increase efficiency of marketing
  • Segmentation, targeting and positioning in digital marketing
  • Mobile searches and Voice
  • Omnichannel customer journeys

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2023 Marketing technology trends in BFS

The BFS industry has adopted digital technologies to transform customer experience and backend operations. However, in a highly competitive and regulated industry, companies across retail and commercial banking, asset management, investment banking, payments, treasury services, and brokerage services experience high cost of customer acquisition. They are also constantly challenged by FinTechs and aggregators who have been able to attract younger, digital savvy audiences.

As a result, CMOs are moving away from a product-centric to a customer-centric approach. By leveraging digital marketing technologies to deliver a superior customer experience and taking a customer-focused approach to marketing and operations, BFS firms can win their customers’ trust and loyalty.

Mindtree is helping leading BFS firms leapfrog their competition by helping them improve reach engagement, conversion, loyalty and adoption with personalized marketing at scale.

Deliver omnichannel and contextual experiences, and marketing across channels like web, mobile, social media, brokers, and third-party aggregators. Multi-channel content marketing such as podcasts, videos, whitepapers, webinars, live streams, articles and blogs for increasing awareness, educating, and building trust with customers. Customer segmentation, data-driven marketing, and targeted campaigns to enable differentiated and personalized experiences to customers, with a focus on sales and distribution. Search engine optimization and programmatic advertising to increase reach and visibility to potential customers.

Our digital marketing services focuses on:

  • Improving reach and engagement with managed design services, campaign and content operations, headless CMS, and AI-driven experiences.
  • Improving conversion by enabling direct to consumer channels, partner APIs, conversion optimization, and immersive experiences.
  • Improving loyalty and adoption by leveraging customer data platform, customer analytics, personalization, loyalty programs, and AI-driven customer service.

Our Capabilities

Marketing Strategy and Design

Marketing Strategy, Design Thinking, Content Strategy, Experience Strategy, Campaign Strategy

Digital Marketing & Commerce

Headless CMS, SEO, Content, Direct to Consumer Channels, B2B Channels, Social and customer Experience

Customer 360 & Personalization

Building data ecosystems and customer data platforms to enable data-driven marketing

Marketing Ops

Delivering marketing at scale with efficient Marketing IT and Business Ops using automation and AI

Marketing Innovation

Creating differentiated experiences by leveraging emerging technologies such as AR/VR, AI/ML, Blockchain and IoT

Data-Driven Marketing

Marketing analytics and data visualization to drive data-driven marketing decisions

Our Alliances & Partnership

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Adobe Partner
Featured Case study

Case study: How a leading large asset management firm streamlined and scaled content operations

Download the case study to discover how a leading large asset management firm boosted productivity and efficiency by streamlining and scaling their content operations with Mindtree’s solutions and expertise spanning content management and AI solutions. In addition, the firm also digitally transformed their marketing websites and enhanced customer service. Gain insights into how to embark on your digital transformation journey.

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Streamlined And Scaled A Leading Large Asset Management Firm’s Content Operations

Digital Asset Management for the BFSI industry

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Helped A Large US-Based Banking Institution Migrate 150+ Websites To Adobe Experience Manager (AEM)

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