Financial Services
Industry Case
The financial services industry is a critical driver of global economic activity, providing the infrastructure, expertise, and products necessary to facilitate capital flow, manage risk, and foster economic growth. Spanning a diverse array of sectors—banking, insurance, investment management, fintech, and more—this industry is fundamental to the financial well-being of individuals, businesses, and governments alike.
The industry is highly regulated, requiring adherence to complex compliance standards to ensure transparency, security, and consumer protection. Recent trends include the rise of digital banking, increased adoption of AI and blockchain, and a shift toward sustainable and socially responsible investing.
Regulatory Compliance
Financial institutions must comply with stringent regulations, such as GDPR, CAN-SPAM, and industry-specific guidelines, which dictate how consumer data can be collected, stored, and used in marketing.
Motiva AI integrates seamlessly with MAPs, ensuring data handling aligns with compliance standards like GDPR and CAN-SPAM. We can target and adapt to contacts without using Personal Identifying Information.
An investment bank uses Motiva Frequency Management (FM) to prevent fatigue, unsubscribes and regulatory complaints. FM also saves the Marketing team over 20 hours per month – time that had been spent in meetings meticulously coordinating their weekly send schedule across several global regions.
The bank needed a way to centralize control over email volume for over 30 different teams. Frequency Management allows you to set limits to the number of emails contacts receive and the system automatically enforces those limits for you, freeing your team up to focus more directly on achieving business results.
Unsubsribes dropped and overall engagement increased over the first six months after implementation.
Data Privacy & Security
Protecting customer data and ensuring confidentiality is critical. Any breach of trust can result in significant reputational damage and legal penalties.
Motiva AI doesn’t store Personal Identifying Information outside your secure environment. Our AI-driven insights are generated in ways that maintain security and safeguard customer privacy.
Trust & Credibility
Email recipients are often wary of phishing and fraudulent schemes, making it challenging to build trust through email marketing campaigns.
Motiva uses machine learning to analyze engagement patterns and optimize content, send time, frequency and segmentation to build trust and avoid coming across as spammy.
Content Relevance
Crafting personalized, engaging content while adhering to compliance and avoiding overly technical jargon is a delicate balance.
Automated Message Testing, Persona Voice and Send Time AI help you craft highly personalized emails. Continuously learn what messaging resonates best with different audiences to stay relevant.
A leader in consumer banking used Automated Message Testing to dramatically increase paperless billing opt-ins, decreasing operational costs and achieving their organizational sustainability benchmark.
The company needed to increase the number of customers using paperless billing and the digital marketing team decided to experiment with their opt-in email. After testing six different versions, the team found a winner that dramatically increased conversions into the program.
Deliverability
Financial services emails often include technical or legal language, which can trigger spam filters, affecting the deliverability rate.
Motiva Dark Pool improves segmentation by analyzing engagement, down funnel marketing conversions and bouncebacks to determine if contacts are engaged and reachable. Keep your core audience engaged, recapture fatigued contacts and send less email to contacts who don’t engage on email.
A multinational investment company used Dark Pool to surgically clean their most underperforming segments which decreased bounces and realigned their engagement rates to their reachable audience.
Motiva’s Dark Pool tool automatically analyzes two years of activity data for every contact, including opens, clicks, web views, form submits and bounceback messages. We categorize contacts based on their activity and give you specific recommendations for reengaging and cleaning your audience.
Consumer Fatigue
Customers are frequently inundated with promotional emails. Standing out without being overly aggressive can be difficult.
Motiva’s Send Time AI ensures emails are delivered when recipients are most likely to engage and Frequency Management protects contacts from saturation, reducing fatigue and unsubscribes.
The same investment company used Motiva’s Per-Contact Send Time AI for some of their most underperforming product teams to increase click rates by 300%.
Motiva’s Send Time AI is trained on two years of activity data to automatically send email at the best times for every contact in your database. And, instead of just improving open rates like most Send Time optimizers, STAI is trained to optimize the click rate by finding send times that tend to result in deeper engagement.
Segmentation & Targeting
Financial products cater to diverse audiences, making segmentation and tailored messaging both essential and complex.
Motiva gathers deep content and behavioral insights on segments that can be used to refine segment definitions. Marketers can use Motiva Generator to deliver hyper-targeted campaigns tailored to specific needs.
Performance Measurement
Evaluating the ROI of email campaigns can be challenging due to long sales cycles and multi-channel customer journeys.
Motiva’s reporting provides insights that aren’t available in your primary MAP and also makes standard performance reporting more accessible to non-technical marketers.
Customer Case Studies
How BlackRock Improved Engagement Rates By Over 60% Using Motiva’s Send Time Optimization and Message Testing
How Desjardins Boosted Unique Open Rates by an Average of 21% Using Motiva’s Per-Contact Send Time AI
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Schedule a free spot-check today.
