Cash in Time is a financial service from Crédit Agricole Leasing & Factoring. Simple and secure, this factoring service enables entrepreneurs to ease their cash flow without impacting their borrowing capacity. This solution was co-developed with the help of 453 business owners, managers and 92 group advisors.

Since March, Cash in time has seen its customers heavily impacted by the crisis. They therefore put everything in place to meet their customers’ need for support: checking in on them, listening, advising — the program was extensive. During this particular period, this bank’s primary goal was to strengthen the human connection. So how can marketing automation in finance be used to benefit customer relationships?

Gaining efficiency to advise the right person, at the right time: that was the first objective of this automation/finance alliance!

To this end, this financial service automated a new segmentation of its customers.

And to complete the sentence (and yes, you know it by now: marketing automation is the right message, to the right person, at the right time and… through the right channel!), Cash In Time worked on an omnichannel approach.

Do you want to know how they did it, and learn about the results of this campaign?

We explain all the ins and outs in this business case!

You will find the detailed context, the marketing automation campaign used by this financial service, the results (and key figures), and the next steps envisaged by Cash In Time.

Raphaël Dewan, Head of e-marketing at Crédit Agricole, and Théodore Lefebvre, CRM and marketing automation project manager at Cash in Time, look back on this experience.