Financial services marketing is full of possibilities — and risks. There are so many opportunities for customer acquisition and cross-selling, and just as many complex rules to follow. Baesman offers the strategies, tools, and regulatory knowhow to help banks, insurance agents, and investment advisors market to new and familiar audiences alike.
Money and investments are personal. Marketing them should be, too.
Some ways we help
We are cleared to manage customer data for some of the biggest financial institutions in the country.
Refine your marketing cycle with customer modeling, acquisition, nurturing, and profile analysis. Baesman CRM and customer insights make it possible.
Connect with prospects and customers with highly personalization DM, email, and SMS marketing strategies.
Your materials are secure in our fulfillment warehouse until it’s time to ship to offices and agents. We get it there on time for less expense.
What's your challenge?
Financial service marketing needs to be appealing, timely, and compliant. It’s hard to get it all right. We’re here to help.
Baesman protects your customer data with state-of-the-art data encryption and secure network layering. We perform third-party security assessments to identify and resolve any potential vulnerabilities. Your data is secure from start to finish.
The Baesman customer loyalty platform, Intuition, is nimble and highly customizable. That means we’ll adjust our system to work with yours, not the other way around. Our goal is as little disruption as possible. And we can easily update it over time. It’s the best way to capture and manage key customer insights — and share that data.
Quality control truly matters in financial services marketing. Every marketing piece we manage is tracked, verified, and released according to client requirements.
Big brands. Big successes.
These are just a few of the clients we’ve helped grow business, strengthen branding, and simplify complex marketing. We would love to see your story here.