AI has quickly become an essential marketing tool, with 75% of marketers using it, according to Salesforce. Financial marketers are deploying AI to understand target audiences, simplify campaign planning and deliver more relevant experiences.
However, even as AI streamlines campaign management, one thing hasn’t changed: trust and relationships still matter.
The brands succeeding with AI are using it to enhance their long-term relationship management, rather than replace it. This is really important in an industry as heavily regulated as finance.
Smarter planning begins with better insights
With more access to customer data than ever before, the challenge today is what to do with it once it’s been collected.
AI can help identify patterns in behavior and campaign performance. This means teams can identify new opportunities much more quickly than previous methods of rooting through historical data.
Because it’s analytical and predictive, rather than traditional retrospective reporting, AI can help teams better understand where future audiences are more likely to engage. And by showing up in the right place at the right time in the future, brands can build stronger affinity.
However, according to a McKinsey report, only 8% of banks are successfully applying predictive AI insights to campaigns, underscoring a meaningful opportunity to improve performance with tools available today.
Easier personalization
As in any industry, buyers expect communications that are relevant to their business priorities.
AI can help personalize messages across platforms by helping segment audiences based on behavior, for example. Again, Salesforce found that 78% of marketers need more personalized content than they can currently produce, and 75% use AI to help.
One benefit is efficiency. AI can help marketers reach larger segments of their customer base at once with much more relevant messaging without manual creation of multiple campaigns.
AI works, but performs better alongside human expertise
Even though AI can produce useful data insights quickly, in an industry driven by trust, human oversight is still needed to ensure messaging is compliant and relevant to targets in financial markets.
The best campaigns combine AI insights with expertise from experienced marketers who know their market and have great relationships with their customers.
The result is better results, achieved faster. McKinsey shares that organizations that operationalize AI effectively achieve 5–15% higher campaign revenue and launch campaigns 2–4x faster
Using AI to create more meaningful content
AI has clearly become a core part of the marketing toolkit. And its greatest impact will always be realized as part of a broader strategy that leverages known brands, trusted channels and strong audience data.
Solutions like FutureB2B’s Ad Genie use AI to refine campaign messaging and leverage performance optimization to ensure marketers use top-performing creative, every time in every campaign.
A recent financial services client saw immediate results. They used Ad Genie to refine messaging, and the resulting creative outperformed the original by 42%. Download the campaign example to see for yourself.
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