Solutions for Financial Service Providers

Vendasta prepares financial institutions to meet the marketing needs of their clients head-on by diversifying their product and service offerings and strengthening their competitive advantage.

The Challenges

Financial institutions have deep relationships with their clients. These clients require the help of lending services, but they also need help with marketing, sales consultancy, and advice on their business operations in order to turn the money that was lent to them into a profit—and financial institutions are a natural fit to offer it.

As a financial service provider, you can strengthen your client relationships and capture a greater share of wallet by providing the marketing services your clients need in addition to your existing financial offerings. That way, you prevent money from being lost out the back door to marketing agencies while gaining a unique advantage over your lending competitors.

A Message for Financial Companies from Vendasta CRO George Leith

The Solution

Banking and financial services companies already have the relationships needed to become the #1 answer for all local business solutions; however, they don’t have the marketing expertise to do it alone. That’s where a partnership with Vendasta comes in.

We give financial service providers a full suite of robust white-labeled products that deliver ROI and proof of performance—all under your brand. Price and package new digital solutions from Vendasta’s Marketplace with your core financial services to be the one-stop-shop for businesses of all sizes.

How It Works

Amy Gill Introduces Vendasta’s Marketplace

With 60+ best-of-breed digital marketing solutions available in the Vendasta Marketplace, we have everything that financial institutions need to provide businesses with the tools required for their success.

Whether you want to diversify your solutions and select add-ons to your core services, leverage solutions to guarantee on SBA loans, or use our sales and marketing platform to generate leads and drive down your cost of client acquisition, it’s all available in one place. So instead of giving your clients a loan and saying farewell, you can provide them with a full suite of marketing products that generate additional monthly recurring revenue and strengthen your client relationship. By adding these marketing products and services, you minimize the risk of default or loss because you have given your clients every tool they need to succeed.

Additional Vendasta Features for Financial Service Providers

Snapshot Report automatically scans business listing data for accuracy

Eliminate Manual Administrative Work With Digital Sales & Marketing Automation

Vendasta’s AI and intent-mining features are integrated into a robust marketing automation solution, which determines prospective clients’ intent to purchase and readiness to buy. Lower cost of acquisition by giving sales teams the tools to determine which leads are most ready for first contact.

Learn more about how to leverage Vendasta’s marketing automation solutions at your financial company >

Perform needs-assessment of business reputation and reviews

A Banking CRM to Organize Client Interactions

Vendasta’s CRM is ideal for banking and financial services companies, allowing teams to manage existing client relationships and prospective opportunities. With unlimited user seats, this banking CRM system allows sales teams to track activity, communication, and the status of their current and prospective client accounts.

Learn more about how to give your financial company’s sales team an edge with our CRM solution >

Snapshot Report scans business social media presence and gives a score

Generate Real-Life Results with Cutting-Edge Managed Digital Advertising

Paid advertising is a foundational element to any local business’s marketing stack. It’s often the way consumers first discover a business and learn more about the products and services they offer. With Vendasta’s fully managed service, banking and financial services companies get the perfect recipe for improving your retention and revenue.

Learn more about Vendasta’s digital advertising solutions for financial companies >

The New World

With automation and shifting consumer behaviors re-shaping the face of banking and lending services, battles with your competitors are not going to be fought over interest rates and securities. Battles will be won through user experience and a diversified product and service model.

With access to a comprehensive sales and marketing automation platform and Vendasta’s training teams, you’ll have a true partner as you transform your company. On average, Vendasta partners grow their digital revenue 3.5x in their first year alone. Vendasta’s white-label platform empowers you to provide your clients with the digital experience that will keep them coming back to you, and the marketing services that will ensure that they stay on their feet.

Let’s work together so you can acquire more local business clients, reduce churn and retain clients longer, and grow your recurring revenue with our AI-powered platform.

Testimonial from a Current Partner

The solutions Vendasta provides has helped our business not only save time and money, but also provide differentiation in a crowded competitive environment. The platform has allowed us to scale and improve our efficiencies in reputation management and listing management with an easy to use interface. Vendasta’s very receptive to feedback and provides excellent service. Their passion and commitment fits perfectly with our company attitude.”
Erica Campbell Byrum

Assistant Vice President of Social Media, ForRent

Key Resources for Financial Companies

The Ultimate Guide to White-Label Solutions

Everything you need to know about white-label in a single guide. Learn how it works, what to consider, and all of the pros/cons of white-labelling. Also, we’ve outlined a list of white-label opportunities that your financial company can benefit from.

Why Your Clients Churn (A Vendasta Study)

Find out why your clients churn along with key strategies for retention that financial companies can put to use today. Learn about the importance of needs-based selling, upselling timing, client engagement, and the benefits of product diversity.

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