White paper: Financial services marketing – how to leverage referrals
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Persuading people to move financial providers can be tricky. However, people trust their family and friends. Which is why, for financial services marketing,
leveraging referrals is a powerful technique.
In finserv marketing, businesses can drive new business by converting their most loyal customers into their most passionate advocates.
This free referral marketing guide explains how a brand can flourish by utilising customer-specific tactics, such as:
- The necessity of providing unique and tailored finserv referrals when marketing for financial services.
- The importance of simplifying the process by giving advocates sharing tools that allow them to quickly engage with referral candidates.
- Why securing high-quality referrals also means offering generous rewards.
- The importance of ensuring that each referral has a tailored and unique experience.
- How to leverage customer data, interests, and history to boost personalisation.
- Using moments of delight and engagement to strengthen client relationships.
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