Marketing Automation & Journey Development

For Banks, Credit Unions, & Financial Services Companies

Nurture leads in a way that’s personalized, data-driven, automated, and scalable.

Scale Marketing & Service With Marketing Automation

Today's consumers expect to be treated as an audience of one. Your organization can create customer and member personas tied to particular marketing efforts akin to a Choose-Your-Adventure financial service experience. Customer choices can trigger a series of one-on-one automated emails, marketing messages, and offers tailored to that person—only at scale. It’s powerful, and personal, and doesn’t rely on constant manual labor by the marketing and sales teams.

Marketing Automation + Financial Services

Smaller and midsize banks and credit unions face a monumental task to keep up with the financial giants and their tech budgets. The founders of DBS DX have walked in your shoes and understand the nuances and frustrations of automating financial services marketing. Let us help you.

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Digital Pre-Approval Offers

Sending your new and existing customers and members digital pre-approval offers is a great way to make them feel special while enticing them to deepen their banking relationship. DBS DX can help you strategize the initial list, finalize the offer, append the necessary data from the bureaus, and ultimately send 1-to-1 emails that link to personalized landing pages. We think you’ll be pleasantly surprised at how much easier these personalized digital offers are compared to direct mail - and how quickly you can use this program to show ROI on a Marketing Cloud investment.

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Journeys Designed for Financial Services

Onboarding Journeys

Onboarding Journeys

With Salesforce Marketing Cloud, your bank or credit union can design powerful onboarding journeys for customers, members, and even employees. Fully automated journeys can trigger emails, service phone calls, social media content, and more to help achieve your onboarding goals like deepening the relationship and increasing product cross-sells. The developers at DBS DX can help bring your vision to life.

Next Best Product Journeys

Next Best Product Journeys

These days, consumers generally expect the companies they do business with to be paying attention to their wants - and even suggesting and predicting which product they should consider. Banks and credit unions that are doing this right are leveraging their 1st party data, along with 2nd and 3rd party data, to identify a Next Best Product, and then kick off automated journeys centered on it.
Sales and Service Journeys

Sales and Service Journeys

The more intuitive and comfortable your products are to use, the more attached customers and members will be to them. Sales and service journeys can speed adoption of your best banking products by serving up content, ads, or even service calls that are tailored to each customer’s needs. These journeys can be built for any product, service, or process to help increase retention and satisfaction.
Indirect Auto Lending Journeys

Indirect Auto Lending Journeys

Indirect Auto Lending programs historically have been a great way to grow a bank’s or credit union’s auto loan portfolio through local dealerships. But many institutions have a hard time deepening those relationships and turning those borrowers into true members and customers. DBS DX can build and launch automated journeys specifically designed to entice your new borrowers to take advantage of your entire product offering.
Real Estate Funding Journeys

Real Estate Funding Journeys

Mortgages have a lot of moving parts. With a real estate funding journey, you can help your customers, members, and employees collect all the necessary documents, get loan status updates, send confirmations, and sign agreements — all digitally from the comfort of their devices. Increase your approved-to-funded ratio by streamlining a normally overwhelming process.
Retention Journeys

Retention Journeys

Retention journeys are a great way to turn that critical moment when a customer seems about to bail into a sales opportunity for your bank or credit union. DBS DX can help you design and create retention journeys that are informed by your customer data to reach out to customers who might be at risk. Woo them back with personalized offers and messages that fit their data profile, or have your top sales agent give them a quick phone call. Make customer retention and relationships your superpower.
Application Abandonment Journeys

Application Abandonment Journeys

Banking customers and members abandon partially completed loan or account applications all the time, but very few institutions are doing anything about it. Much like a cart-abandonment campaign for a retail company, DBS DX can help your bank or credit union use your data and systems to identify users who’ve abandoned - and then trigger an automated journey to help them complete the application.
Design Custom Journeys

Design Custom Journeys

With Journey Builder in Marketing Cloud, there are truly endless possibilities to design and develop completely custom automated journeys for your bank or credit union. DBS DX relishes having the technical skill and expertise in financial services to help guide your team in designing the perfect journey to build relationships, grow revenue, deliver stellar customer experiences, and more. Challenge us to create a custom journey for you!

Your Customer Success Journey Starts Here

Talk to us about designing, engineering, or re-configuring your Marketing Cloud journeys today

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