More and more customers in Financial Services industry are now conducting majority of their interactions online be it - managing financial accounts, online payments, researching for credit options or online stock-trading. As customers are now taking control, your company should be able to maximize leverage by improving its online customer experience thus increasing sales & revenue.
Regalix offers its clients in financial services, a comprehensive solution to optimize their sales and marketing efforts via online channels. Our marketing experts and past experience working in financial industry helps us in providing recommendations, implementing tactics which are in-line with your objectives and expectations. As opposed to push marketing traditionally employed by financial services, our team of experts will work with you in building a full-service demand generation program - pulling customers to your site and managing them throughout the lifecycle.

Our marketing services help you in -

• Marketing in a regulated environment - In today's economy where regulations are more strictly enforced, sales and marketing executives are finding it difficult to market efficiently with higher returns than before within this tight regulatory framework. Having extensively worked in financial services markets, Regalix executives are well-versed in marketing challenges and solutions. We enable our clients to meet these requirements, all the while turning marketing message to a demand generation, bottom line driven communication


• Increase Customer loyalty - By targeting a specific customer set with right messages and content which aligns closely with their needs and wants.


• Reduce marketing costs - With our operations and delivery off-shored to cost-effective locations, we are able to deliver the same marketing results in lesser time and lesser costs, thus providing positive efficiency to our clients. This makes more sense for financial services organizations who are dealing with tighter economy and even tighter regulations.

• Traffic & e-Commerce
• Online Application and Approval Page
• Customer loyalty programs
• Financial Services Marketing Expertise
• Promotion and Sweepstakes Program
• Referral Programs

• Landing pages
• Account activation
• Triggered behavioral programs

• Assisted transactions - Telephone, email, chat
• Online Customer support
• Customer notifications