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Financial Digital Marketing Consulting

Marketing Consulting under the Full Customer Lifecycle

Customer Pain Points

With the rise of internet payments, most people have gradually moved away from physical branches and cash, causing the business transformation model driven by physical branches of banks to partially lose its effectiveness. However, in China's banking industry, except for a few leading banks that have clear directions for digital transformation and financial technology capabilities, most small and medium-sized banks are facing problems such as weak growth in branch capacity, uncoordinated work collaboration capabilities, and single customer marketing methods. Various commercial banks are accelerating their exploration of digital transformation. Whether certain businesses can be online, how to carry out digital transformation, how to acquire, retain and engage customers through online channels, and which financial technology capabilities need to be built, have become a difficult issue for most banking institutions to consider.



Service Overview

Leveraging years of industry experience and deep customer insight, our consulting team provides comprehensive marketing advisory services to financial institutions, focused on the full customer lifecycle—from acquisition and activation to engagement and retention.


Our services cover all key stages, including:


  • Strategic planning for different lifecycle phases and customer segments/accounts

  • Customer profiling and persona development

  • Customer needs analysis

  • Scenario- and event-based marketing campaign design

  • Marketing strategy formulation

  • Content design and message personalization

  • Frontline execution supervision

  • End-to-end campaign operations and performance analysis


From data to persona, from business to scenario, from segmentation to classification, and from strategic planning to implementation, we help financial institutions build a digital, data-driven, and highly targeted marketing system.


  • Marketing Productivity Enhancement | Data-driven consulting and supervision projects focused on improving marketing productivity.
    Marketing Productivity Enhancement | Data-driven consulting and supervision projects focused on improving marketing productivity.
  • Digital Marketing Consulting & Implementation | Precision marketing initiatives and consulting services for building digitalized banking operations and marketing systems.
    Digital Marketing Consulting & Implementation | Precision marketing initiatives and consulting services for building digitalized banking operations and marketing systems.
  • Management Consulting & Strategic Planning Services | Including smart banking development planning, remote banking strategy, IT system architecture planning, retail banking system consulting, mobile banking app strategy, and customer lifecycle management planning.
    Management Consulting & Strategic Planning Services | Including smart banking development planning, remote banking strategy, IT system architecture planning, retail banking system consulting, mobile banking app strategy, and customer lifecycle management planning.
Service Advantage
Supporting digital transformation

Through industry research, business demand analysis, digital marketing solution design, project implementation and other means, we help enterprises extend and expand their offline brands online, achieving digital transformation.

Online Creative Marketing

Based on market demands, we create online marketing solutions, innovatively formulate overall strategic plans for online marketing, integrate various digital channels such as apps and H5, and tailor different creative marketing plans for clients to form capabilities in digital customer acquisition, retention and activation.

Equal emphasis on business and technology

The digital marketing consulting team, on the one hand, independently provides solution design and implementation guidance for business systems/processes, service marketing models/skills, digital operations, etc.; on the other hand, it collaborates with the company's IT team to offer IT services such as system planning and business requirement design. At the same time, it gradually forms relevant research results output for the development of banking business.

Case Studies
Provide consulting services on customer life cycle management for a joint-stock bank

Contact GienTech to get your customized solutions Consult expert
Online Trial

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