Engage Customers Based on Their Financial Goals (Part 3)

March 8, 2017
Hayley Haspeslagh

Every year, consumers create financial goals that will shape how they manage their finances in the coming weeks and months. Unfortunately, many will veer off the path to success. Your bank or credit union is in the unique position to help your customers navigate life’s financial journey and stay on track and Geezeo’s platform can help!

Between helping clients leverage our free campaigns and assisting our clients in increasing overall engagement and ROI for the platform, we get a sizeable number of requests saying “We hear you talking about the data, but how do we use it?” Over the last couple weeks, we highlighted the customers who are managing any type of financial goals and those who don’t have short-term financial goals. This week we’re focusing on your PFM customers who aren’t managing any long-term goals.

Market Segment: Customers who do not have any long-term financial goals

Another key data point available in the Geezeo platform’s engagement reports is whether or not your customers have created long-term goals such as saving for retirement. According to the Ally Bank, only 51% of customers say they set set and achieved a long-term financial goal. Customers who have not added an investment account to PFM and have no long-term savings goals would most likely benefit from simple retirement planning messaging or even a conversation with an investment services representative.

These small but priceless data points enable you to get to know your customer, deepen your relationships through engagement, and proactively cross sell to these customers across your digital banking platforms.

Are you a Geezeo client? Request step-by-step instructions on how you can access and leverage your customers goal data through our Client Success team.

Have questions? Contact your Marketing Liaison or Client Success Manager, today!


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