Project Management

The World Economic Forum in their eport on "The New Physics of Financial Services" has assessed the impact that digital transformation is having on the financial services ecosystem. The report focuses on how technologies like Artificial Intelligence and Block Chain with complementing technologies like Cloud are altering the attributes necessary to build a successful business in financial services.

We have been fascinated by Martech. In the search for tools that help Banks and NBFC’s increase their online marketing cadence, we stumbled upon several campaign managers. In this post we will explain how the AnyBank CRM can be integrated with Mailchimp one of the most popular campaign Managers to send Marketing Emails and Transactional Emails

What is Mailchimp?

The dramatic meltdown of some of the leading financial institutions in the country in the last few years has been because of the steady decline in the quality of their corporate loan portfolio. This has been attributed to some sections of the industry having seen adverse performance which in turn affected their ability to keep up their promises to pay. Following this was the Bank's inability to dispose off the collaterals associated with the loan.

When it comes to selling a Financial Product it can be a lot more challenging than marketing a physical product, in most cases you are requesting the prospective customer to enter into a financial commitment for a few years. It gets worse incase you are selling a loan product, you are asking them to be financially indebted to you for a few years.