Financial marketing actions

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Charging for financial services: difference between the money they lend (granting loans) and the money they hold in custody (deposits, investment funds, etc.).
Commissioning for direct services: these are commissions charged, in addition to interest rates, such as the commission for maintaining a current account, debit or credit card fee, for issuing a transfer, for opening a loan, for paying a bill, etc.
Commissioning for indirect services: these are commissions received for selling products from other companies, such as an insurance company (life insurance, car insurance, home insurance, etc.), an investment fund manager, etc.
The combination of all these actions are the strategies that banks or financial institutions follow in their financial marketing.

How to apply financial marketing within your company?
The marketing used by the banking sector can be extended to your company, since you can apply its strategies to improve and optimize your results.

To do this, you must perform these three essential actions :

Finance.
Work processes.
Marketing.


We see it in depth.

1.- Finance
Your financial planIt will reflect the true image of your company in real time, to know :

Your current costs and the start-up of new projects.
Your current and expected profitability to be able to make decisions abou dubai whatsapp number t the investments to be made.
This way, you can measure whether the actions you take are improving your profitability and the ROI of the investments made in marketing your finances.

2.- Work processes
Your strategic planIt must include the objectives and strategies to be carried out in order to systematically control the activities to be performed.

Objectives: to be achieved in the short, medium and long term. Everything is planned, there are no random actions.
Strategies: planning how you are going to achieve your goals.
Tactic: define each action to be carried out, equally for the entire company.
Analytics: measure, measure and measure results, to improve them.
By having defined work processes to achieve the objectives and strategies defined in your strategic plan, each employee in your company knows what they have to do and how to do it, making it easier to control.