Money and investments are personal. Marketing them should be, too.
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.
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.