Financial Industry Marketing: Design the Customer Journey

The financial services sector is teeming with competition. As resources become more stretched, upcoming generations are increasingly aware of how important it is take rein of finances early on in their life. For any organization, marketing and branding is highly important to attracting and retaining customers. But financial industry marketing should also share key elements of the customer journey as well. 

Why should someone trust your company with their money? What kind of returns can they expect, and more importantly, what kind of insight can they expect into the process? What are the important touch points? All of these factors contribute to the customer journey.

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O8 Agency found that financial services companies that invest in their customer journey typically see big returns. To be exact, it’s been shown to “…increase marketing-driven revenue by 24.9% YoY, reduce service costs by 21.2%, and reduce the average sales cycle by 16.8%.”

One way to invest in this aspect of financial industry marketing is to through brand channels, including packaging options. The example to the side, with rose gold foil against a white background, implements  popular trends. It’s chic packaging that speaks to younger audiences, and tells a story all on its own. 

Customers will be drawn to the photogenic aspects of the packaging, and it can be used to house various materials assisting in the customer journey.

The customer journey is conceptual versus physical. But at Sunrise Packaging, we can help with the physical packaging aspect of your financial industry marketing. Not every product has to make use of current trends (and, if we’re honest, we recommend a more classic look). But that’s something we can coach you on through the design process. 

When you’re ready, reach out to our team. Talk to you soon!