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Financial Services

When consumers visit a financial website on their laptop or mobile device, they are looking for clear, concise information, relevant product choices and tools that are optimized the way they access information. They also expect to see retail banking products triggered by how they manage their accounts, credit card offers based on where and how much they spend, and loan interest rates that reflect their current income ratios.

The changing needs of the financial services consumer provide an opportunity to grow business by developing stronger one-to-one relationships built across multiple channels. This helps you precisely target relevant messaging – and offers – as your customers’ goals and priorities evolve.

94% of Millennials are active Users of Online Banking.
CUSTOMER FOCUS® Research Study 2015

Download your copy of Millennial Shopping Preferences: Financial Services for even more insights.


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Build Lasting Customer Relationships

Through an evolving selection of channels, financial services consumers seek information and manage their accounts through an abundance of research tools, and coverage and plan choices. As they do, their needs and decisions are often driven by fast-moving life stage and household events. As a marketer, you are challenged to identify new and better ways to effectively and efficiently manage the communication network and your marketing investment. From acquiring new account holders to growing portfolios through enhanced relationships, you must engage the right targets with the right products at the right time, in whatever channel they prefer.

    • Develop a deeper understanding of customer behaviors, preferences and motivators
    • Effectively appeal to specific audience segments with targeted creative, copy and offers
    • Execute multichannel campaigns
    • Nurture emerging and ongoing customer relationships
    • Increase speed-to-market and branch-based communications
    • Foster brand and customer loyalty
    • Engage in-branch consumers with relevant offers, signage and messaging
    • Evaluate and improve return on marketing spend

We Can Help

Acquire and retain customers by making the most of your marketing resources and maximizing your speed to market. Our financial service solutions allow you to develop targeted, relevant communications, products and offers that build long-term, profitable customer relationships.

    • Link underlying attitudinal preferences with consumer behavior
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    • Develop and refine campaign offers, imagery and messages to appeal to target audience segments
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    • Lead with print to drive response in other channels
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    • Deliver relevant and appropriately timed email and mobile communications
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    • Enable the delivery of collateral and communications that are brand and message consistent
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    • Use optimized video to place your brand and voice in the hands and home of your account holders
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    • Develop consistently branded and impactful branch signage and displays
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    • Measure multiple channels to continuously improve and reach desired results
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Case Study

Take a look at who has realized better performing campaigns by partnering with Quad: