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Financial Services

Personalized experiences for the most personal buying choices
800 +
Employees working with insurance and wealth management clients
700 M
Data records provided to clients for direct mail and email acquisition annually
23 B
Database records processed annually

Financial Services customers are shifting rapidly to digital services and experiences — reducing the value of a physical location as the key differentiator for financial institutions. Marketers are at the centre of this digital transformation, with the opportunity to be the change agent for their organizations. The winners are operating at the next level — moving beyond ‘campaigns’ to ‘always on’ experiences. They know exactly who their best customers are with surgical precision and meet their specific needs in a controlled and measured way.

As a financial services marketer, you are already an expert in delivering highly targeted, direct marketing, from the industry’s decades of mass consumer data analysis and program execution. You may already have ownership of the entire customer experience from media, to the experiences delivered, to the engagement provided once a relationship is developed. This changes the role of marketing within your organization — from a ‘cost centre’ supporting LOB objectives to a ‘revenue centre’ responsible for the long-term health and value of each customer starting with the first touch.

We help you make the shift to the next era of financial services marketing. We have a long history of partnering with leading financial brands to develop and deliver people-based marketing programs — an ability to execute, learn and adjust quickly to tailor around individual life moments. We are differentiated first by our team, with client leadership, strategy, analytic, and technology resources, hand-picked based on our experience and innovation in the industry. Our solutions are grounded in a deep understanding of the complexities related to progress and the safe execution of direct marketing at scale in a highly regulated industry.

Our Clients

The efficiency and efficacy involved in distribution of leads to various call centre agents and calling these leads in appropriate manner is important for the success of lead conversion. Major developments, for instance, lead assignment to avoid language barrier and follow up mechanism have aided in Call Connect. Productivity graph of call centre agent’s haven shown a positive trajectory and the martech stack has been able to keep them on their toes. We are working on future developments with the team at Merkle Sokrati, it’s only getting better.
Vidyadhar Sawant, SVP & Chief - Emerging Business, SBI Life Insurance

Our Team

Chief Business Officer - Media
SVP - Client Operations, Merkle Sokrati
VP - Client Operations