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Why Banks Need Marketing Automation

A Side-by-Side Campaign Comparison

With the major shift away from brick-and-mortar style banking as a result of COVID-19, building relationships with your banking customers and prospects became that much more difficult. “This situation makes the adoption of a CRM platform and other marketing automation essential, in order to execute personalized messages,” according to Mark Gibson from Capital Performance Group.

Marketing automation tools are critical for delivering timely, relevant, and engaging messages to meet the needs of your audience— it’s time for banks to get on board.

Download this infographic to get a side-by-side comparison of what a marketing campaign looks like with and without automation.

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