Email marketing to build customer loyalty
Email marketing for wealth management
Are you a wealth management consultancy looking to build customer loyalty, increase the number of qualified contacts or boost sales?
Rise Digital can advise, implement, monitor and optimize your email marketing campaigns. Email marketing will enable you to build loyalty and strengthen the relationship you've established with your existing customers.
Our approach to creating e-mailing campaigns
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A real roadmap for defining your objectives, budget and campaign KPIs.
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Setting up newsletters, writing emails and targeting audiences.
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Automation, results analysis and optimization
Stand out from the crowd.
Turn occasional customers into
word-of-mouth activator.
Why launch email marketing campaigns?
La gestion de patrimoine est une industrie où la concurrence est intense. Difficile pour un petit cabinet ou un conseiller en gestion de patrimoine indépendant de se faire une place sur la toile quand les grands groupes bancaires et d'assurances dépensent leurs budgets importants pour acheter de la visibilité. Souvent négligée, une campagne d'e-mailing vers ses clients existants présente des opportunités intéressantes pour être force de proposition, pour suivre l’évolution de la vie de ses clients et de leurs besoins et pour encourager le bouche-à-oreille. La mise en place de campagnes de marketing par e-mail va permettre aux CGPs de renforcer les liens avec leur clientèle et de dynamiser leur activité. Voici pourquoi elles sont essentielles :
Fidélisation de la clientèle : En entretenant une communication régulière par e-mail, un CGP peut consolider la confiance de ses clients et renforcer leurs fidélité à long terme.
Increased sales of products and services: e-mail campaigns offer an ideal platform for promoting new products, complementary services or special offers, which can generate additional sales and boost revenues.
Message personalization: by segmenting contact lists and personalizing e-mails according to the specific needs and interests of each customer typology, an advisor can provide useful information at the right time, boosting customer satisfaction.
Better return on investment (ROI): With relatively low costs compared to other forms of marketing, e-mail campaigns offer an excellent return on investment, allowing you to optimize your marketing resources.
Precise measurement and tracking: the analysis tools integrated into e-mailing platforms (such as MailChimp) enable effective tracking of campaign performance, identifying opportunities for improvement and adjusting strategy accordingly.
By choosing our solution, you strengthen your customers' loyalty by providing them with relevant and useful information, maintain constant visibility thanks to regular campaigns, and ensure the independence of your communication by building a solid e-mail list, thus reducing your dependence on social media platforms.