To remedy this challenge, one FI has created templated emails for their representatives to send to their customers, this one-to-one branding helps the rep continue their dialogue and serve others in a better fashion. Follow their lead; create a few communiqués for different events, allowing your CSR or rep to choose the type of communiqué they would like to offer the client. Take it a step further by creating weekly/ monthly client update that could be personalized by their contact (your rep.) It will go a long way to improve the client/ rep dialogue.
Accelerate your program by sharing the results of the email campaign with the reps so they know the client’s interested; this creates interesting opportunities for follow up marketing and makes an immediate cross-channel tie when face to face or on the phone.
To remedy this challenge, one FI has created templated emails for their representatives to send to their customers, this one-to-one branding helps the rep continue their dialogue and serve others in a better fashion. Follow their lead; create a few communiqués for different events, allowing your CSR or rep to choose the type of communiqué they would like to offer the client. Take it a step further by creating weekly/ monthly client update that could be personalized by their contact (your rep.) It will go a long way to improve the client/ rep dialogue.
Accelerate your program by sharing the results of the email campaign with the reps so they know the client’s interested; this creates interesting opportunities for follow up marketing and makes an immediate cross-channel tie when face to face or on the phone.