📣 Product updates September 2024. Learn more →
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Customer retention for financial services

Act on user activity, automate decisions and send multi-channel messages in real time.

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  • Easy set-up

What is customer retention?

Customer retention refers to the strategies and actions that businesses take to reduce customer churn and encourage repeat business. It focuses on building and maintaining a strong, positive relationship with existing customers, believing that fostering loyalty among current customers is at least as cost-effective and beneficial in the long run as acquiring new ones.

Effective customer retention involves understanding customer needs, providing exceptional service and offering value that exceeds expectations, thereby ensuring customers remain engaged and continue to choose your business over your competitors.

Marketers can significantly enhance customer retention by leveraging marketing automation software to personalize interactions based on customer behavior. Marketing automation software allows for the sending of timely and relevant communications that resonate with each customer's current needs and preferences, making each customer feel valued and understood. For example, automation can trigger a special discount after a specific purchase or send targeted content that aligns with a customer's previous interactions and purchases.

Transactional emails
Neobanks

Why does it matter for financial services?

Financial services encompass a wide range of activities, including accountancy, investment banking, investment management, and personal asset management. Giants like PayPal, Goldman Sachs, and Rocket Mortgage have all thrived by helping their customers achieve financial success. When these firms deliver results, they drive customer loyalty and repeat business.

However, maintaining consistent engagement is key to nurturing these relationships. This is where our multi-channel marketing automation software comes in. By enabling messaging-based engagement via email, SMS, iOS/Android push notifications, and more, we help financial services firms create a cohesive customer experience.

Marketers working for financial services can now reach customers off-site, right in their inboxes, to build stronger connections and promote repeat purchases of their services.

Photo by CardMapr.nl on Unsplash

Not just another customer retention platform

Vero's customer retention software is designed for modern marketing teams to send personalised marketing messages that lead to better customer experiences.

  • Drag and drop your way to beautiful emails

    Drag and drop your way to beautiful emails

    Our no code drag and drop editor allows you to build beautiful emails every time.

  • Templates that look good in every inbox

    Templates that look good in every inbox

    Professionally designed templates for every occasion. Send great looking emails to every device.

  • Go from idea to inbox faster

    Go from idea to inbox faster

    No complex integrations or API connections. Simply design an email, add an audience and send.

  • Up-to-date content personalization

    Up-to-date content personalization

    Use your most accurate data store to customise and personalize every message.

Trusted by the best software companies

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All the tools you need to engage your customers

Vero Connect is built for the modern data stack. It has all the features you'd expect from a marketing automation platform, without the need to store customer data.

Loved by product-first teams

Photo of Ed ColyerClipboard logo

“I think you guys are geniuses basically. In my eyes, it's brilliant. Literally exactly what we'd been looking for.”

Ed Colyer Cofounder/Head of Product at Clipboard
Photo of  Vincent TurnerUNO logo

“Vero is a game changer for us. Email has traditionally only been able to operate as a communication channel but Vero Connect actually enables us to treat email as an extension to the UI and core product itself.”

Vincent Turner CEO at UNO
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“Heck! Vero's support is exceptional!”

Nathan Fields Head of Marketing at Drawboard
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“You guys/gals rock!”

Adam Mills Lead Engineer at Hatch

Try Vero's customer retention platform today

  • Free trial
  • No credit card required
  • Easy set-up