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3-min read • 27 Nov 2024
CRM
Marketing
Fintech
Operational Excellence Banking
Banking
Private Banking & Wealth Management
Synpulse Insight Report - The Role of Marketing Technologies in Transforming the Financial Sector
Written by Stefanie Ricken and Matthias Muntwyler
Digital transformation is reshaping the financial sector at an unprecedented pace, with marketing technologies (MarTech) such as customer data platforms (CDPs) and programmatic advertising playing a pivotal role. While industries like retail have leveraged these tools to expand their reach and improve engagement, private and corporate banking still face challenges in fully utilising MarTech’s potential. Despite increased investments in online marketing, many financial institutions struggle to achieve a proportional boost in profitability for targeted client segments. This raises a crucial question: how can banks leverage digital marketing and sales technologies to create tangible client value?
Our upcoming insights on client engagement and front enablement explore this subject, highlighting the importance of a strategic approach to MarTech adoption. We believe that digital tools, when used effectively, can enhance customer lifetime value (CLV) by offering deeper client insights, streamlining interactions, and delivering hyper-personalised services. By prioritising continuous CLV optimisation, financial institutions can transform marketing from a cost centre into a growth engine, improving both client engagement and operational efficiency.
The future of MarTech and client engagement: What to expect
Key trends shaping MarTech’s role in banking include hyper-personalisation driven by AI, automation of client lifecycle management (CLM), and enhanced marketing and sales strategies that go beyond traditional segmentation. Achieving success in this transformative era requires financial institutions to combine deep client knowledge with operational excellence, integrating customer data seamlessly across channels and aligning marketing investments with long-term strategic goals.
Launch event 2025
On January 16, we hosted our launch event in Zurich, where the Insight Report was officially unveiled. The event was a resounding success, and the report is now available for everyone to download.
We’re excited to embark on this journey together and pave the way for a more innovative and engaged banking future.
Our Experts In This Topic
OUR EXPERT
Stefanie Ricken
Head of Learning & Development
OUR EXPERT
Matthias Muntwyler
Associate Partner • Banking
Matthias Muntwyler is an Associate Partner, specialising in KYC, Client Onboarding, and AML. With deep expertise in business and process analysis, nearshoring, and project management, he has led major implementations across Appway, Avaloq, and risk‑engine solutions. Based in Zurich, he drives regulatory excellence and operational transformation for global financial institutions.
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3-min read • 27 Nov 2024
CRM
Marketing
Fintech
Operational Excellence Banking
Banking
Private Banking & Wealth Management
Synpulse Insight Report - The Role of Marketing Technologies in Transforming the Financial Sector
Written by Stefanie Ricken and Matthias Muntwyler
Digital transformation is reshaping the financial sector at an unprecedented pace, with marketing technologies (MarTech) such as customer data platforms (CDPs) and programmatic advertising playing a pivotal role. While industries like retail have leveraged these tools to expand their reach and improve engagement, private and corporate banking still face challenges in fully utilising MarTech’s potential. Despite increased investments in online marketing, many financial institutions struggle to achieve a proportional boost in profitability for targeted client segments. This raises a crucial question: how can banks leverage digital marketing and sales technologies to create tangible client value?
Our upcoming insights on client engagement and front enablement explore this subject, highlighting the importance of a strategic approach to MarTech adoption. We believe that digital tools, when used effectively, can enhance customer lifetime value (CLV) by offering deeper client insights, streamlining interactions, and delivering hyper-personalised services. By prioritising continuous CLV optimisation, financial institutions can transform marketing from a cost centre into a growth engine, improving both client engagement and operational efficiency.
The future of MarTech and client engagement: What to expect
Key trends shaping MarTech’s role in banking include hyper-personalisation driven by AI, automation of client lifecycle management (CLM), and enhanced marketing and sales strategies that go beyond traditional segmentation. Achieving success in this transformative era requires financial institutions to combine deep client knowledge with operational excellence, integrating customer data seamlessly across channels and aligning marketing investments with long-term strategic goals.
Launch event 2025
On January 16, we hosted our launch event in Zurich, where the Insight Report was officially unveiled. The event was a resounding success, and the report is now available for everyone to download.
We’re excited to embark on this journey together and pave the way for a more innovative and engaged banking future.
Our Experts In This Topic
OUR EXPERTStefanie Ricken
Head of Learning & Development
OUR EXPERTMatthias Muntwyler
Associate Partner • Banking
Matthias Muntwyler is an Associate Partner, specialising in KYC, Client Onboarding, and AML. With deep expertise in business and process analysis, nearshoring, and project management, he has led major implementations across Appway, Avaloq, and risk‑engine solutions. Based in Zurich, he drives regulatory excellence and operational transformation for global financial institutions.