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Third, make it very clear what needs to be done. The person who arrived at the site and who arrived there because he wanted to arrive, must understand what he must do. What is the next step, who should he contact, how, what documents should he provide, what processes should he follow, 7. Personalization FinTechs must automate their customer service management. They must have a CRM to know exactly what their customers' needs are and manage the data to carry out detailed and concise segmentation. What content to send to which customer and what services to offer to each one.


The massive, electronic nature of FinTech makes sweden whatsapp number data personalization a challenge, but with the right CRM, speaking to each customer based on their needs and interests is easier. from banks like HSBC or Citi Banamex, who send armies of heartless telemarketers to invade people's privacy with incessant calls without even checking to see if the recipients of those calls are not already their clients? These are clear examples of invasive marketing that FinTechs should not do. With the correct use of technology, they can personalize the contact, the service and the moment in which they access a prospect or a client.