Engaging with customers, clients or members is a consistent challenge that can be frustrating for marketers, managers and front-end service staff alike. Everyone’s got different ideas about what would work or what should be done, based on their experiences and interactions with the audience in question. One day it’s choosing a hashtag, the next it’s reaching out to social influencers. A customer service agent might want something physical they can use when a customer visits them in person, whereas a marketing manager might place higher value on the easy analytics that come with an email campaign.
One thing we’ve learned here at Money101 is that consistency is important. The omni-channel approach to communications really resonates with us. Over the years, we’ve found that the more consistently clients move the message of financial education, the more learners engage and the greater the client’s ROI. In other words, it’s a good idea to send consistent well-targeted messages via multiple channels – social media, email, mail, on site etc. – to ensure that end users aren’t left on the precipice of engagement with online financial education.
In reality, this doesn’t always happen. There’s a fair gap between best practice and what most organisations do. After all, someone’s got to put in the time and effort to create, schedule, send, analyse and plan for all those channels of communication.
You deserve a simpler way to ensure the best possible results from your investment in online financial education. That’s why we’ve designed our brand new library of engagement docs to be as easy and flexible to use as possible. They’re carefully designed, yet flexible enough to fit in with your existing engagement plans where necessary. Here are a few ideas for making the most of this handy extra (free!) service.