Marketing template standardisation and personalisation for 9 brands
Marketing template standardisation and personalisation for 9 brands
Business improvement and personal check sales.
Business improvement and personal check sales.
Helped leading credit lending company to identify the right platform
Helped leading credit lending company to identify the right platform
Cross-channel approach to promote various schemes.
Cross-channel approach to promote various schemes.
Financial services

We have built great customer experiences for renowned financial service and communications companies. In this segment, we have helped companies dealing with online money transfer, business and personal check services, auto financing services, tax-filing services, financing services for consumer durables etc., Our strategic services and solutions have helped our customers adopt all the best practices of digital marketing platforms and eventually improved brand visibility in the market.

Expertise

We have delivered solutions and services on digital marketing and cross-channel messaging, marketing analytics, reporting and website personalisation. Some of work for clients in this industry is outlined below:

  • Lister identifies and integrates fragmented platforms, ensuring seamless and accurate orchestration of data, enabling effective omni-channel messaging and retargeting. This has helped a leading financial services customer to improve money transfer transactions across regions.
  • We assist our customers by devising a segmentation and personalisation approach in enterprise messaging platform, which helped a leading financial services company to target the right set of audience with tax filing assistance. This helped various tax paying groups to discover short term and long-term opportunities for tax savings.
  • We help onboarding our customers to the enterprise messaging platforms; our streamlined approach helped a prominent auto financing company to improve the vehicle financing and credit approval process through targeted outreach and lead nurturing mechanism. 
  • Lister provided digital marketing services for an advanced marketing and financial technology solutions company, helping them standardise their brand templates and deliver personalised emails for their customers. These templates were made responsive for mobile and desktop clients.
  • We understand customer key pain points and demonstrate our expertise in resolving it for good. Lister produced a solution to resolve increasing customer complaints on transactional e-mail delivery. 

Experience

Lister has deep experience implementing multiple projects and 10 implementations of digital marketing on the following platforms for our financial services clients

Marketing clouds – Oracle marketing cloud for onboarding and implementing cross channel orchestration, which helped accelerate marketing outreach about upcoming financial schemes resulting in faster conversions.

Personalisation tools – Oracle Maxymiser to conduct multi-variate testing and to provide a consistent personalized experience in both email and web based on user engagement to prompt timely tax filings for various taxpayer segments.

Web & marketing analytics – Google Analytics for tracking user behaviour and conversion and to design custom dashboards with various dimensions to provide insights on conversion funnel. Greyferret™ for providing predictive intelligence and ideal time for messaging customers

Testimonial
Director of Digital Commerce of a leading US-based airline.

"We see a great opportunity to align our digital marketing towards programs that are truly centered on what our customers are asking for.”

Director of Digital Commerce of a leading US-based airline.
Mithun Sacheti (CEO & Founder, Caratlane)

“I don't think that I imagined it to deliver any more than it has actually delivered. It is as perfect as I imagined in this phase of development. Ability for any different site to deliver any number of diamonds by the business rules configured on it will ease the work and it is quite phenomenal.”

Mithun Sacheti (CEO & Founder, Caratlane)
Manager - Project Management Office – Leading BFSI company

Many thanks to both you and Aditya for your support in getting us to this point. The project team owes both of you a big debt of gratitude for all your help, especially these last 2-3 weeks.

Manager - Project Management Office – Leading BFSI company
Manager - Project Management Office – Leading BFSI company

Many thanks to the team for the support in getting us to this point. We owe a big debt of gratitude for all your help especially these last few weeks.

Manager - Project Management Office – Leading BFSI company
COO, Auto parts retailer

“I wanted to let you know that we have a launched the website. Both mobile and desktop sites are up and running, and the site does look and perform great thus far.”

COO, Auto parts retailer
CRM Manager

Lister team has been working with Edmunds for two and a half years. We work as a partnership with them where we discuss the current issues, and they provide guidance and suggestions whenever needed.

CRM Manager
CEO, a FinTech company

Lister is a great Salesforce partner to work with. They bring outstanding capabilities to the table and have done a fantastic job in helping us revamp our processes and clean up Salesforce.

CEO, a FinTech company
Technical Manager, Edmunds Inc

"Thank you, Lister team, for successfully completing the release in a timely, coordinated manner. It was good to see the thoroughness and teamwork involved in executing the release plan."

Technical Manager, Edmunds Inc
AVP, Business Applications of a leading communications software company

"Lister did a great job in launching Partner Community project that was complex to roll out to thousands of partner communities which led to a spike in our revenue pipeline. Lister team has the best of technical talent who understand our business requirements well and come up with innovative, scalable design solutions to ensure the highest level of quality is met during rollout.

AVP, Business Applications of a leading communications software company
IT Director, A leading online learning company, USA.

"Lister did a terrific job at identifying, troubleshooting and fixing problems from the time we implemented Salesforce. All my original apprehensions about how quickly they'd be able to take over custom code and configurations and start to make an impact have been put to rest.

IT Director, A leading online learning company, USA.
IT Director of a US-based enterprise cloud data provider

"We were impressed by Lister with their speed of ramp-up and taking over the project from the earlier vendor. I see a good start by looking at your data on the performance of the teams, and we expect you to maintain this performance going forward"

IT Director of a US-based enterprise cloud data provider
Program Manager ,CRM Project

"Your delivery team has shown great commitment in delivering the agreed outputs. The passion of supporting our team and the users are also quite evident, most of the time, even going beyond what was required from their responsibility."

Program Manager ,CRM Project