Whether you’re marketing annuities, retirement services, life insurance, investment services or banking, a significant majority of your clients are skeptical about the communication materials they receive.
Part of the reason is that many of customers are not well-informed about the types of products and services you provide. They have heard negative issues in the press regarding finance and insurance products or services. And everything they buy involves filling out lengthy paperwork.
All of these factors make building and retaining client trust a key priority for your business. Using customer data and personalization, speaking directly to your client’s interests and needs and building familiarity through professional, consistent marketing can help build preference and establish trust.