Business case Webmecanik : Cash in Time, marketing automation and financing

Cash in Time is a financial service of Crédit Agricole Leasing & Factoring. It is a 100% online, French invoice financing solution for corporate customers of the Crédit Agricole Group. Simple and secure, this factoring service enables entrepreneurs to relieve their cash flow without impacting their borrowing capacity. This solution was jointly built with the help of 453 company directors, managers and 92 consultants from the group.

Since the beginning of lockdown in France in March 2020, Cash in Time has adapted its activity to best meet the needs of its customers who have been greatly impacted by the Covid-19 crisis. They have therefore put everything in place to respond to their clients’ need for support: checking up on them, listening, advising, the program was vast. In this particular period, the bank’s primary desire was to strengthen the human dimension. So how can marketing automation be used in finance to improve customer relationship?

Increase efficiency in order to advise the right person at the right time: this was the primary goal of this automation / finance alliance! To this end, this financial service has automated a new segmentation of its customers. And to complete the sentence (and yes, you know it now: marketing automation is all about the right message, to the right person, at the right time and… through the right channel!), Cash In Time has been working on an omnichannel perspective.

Want to know how they did it, and what the results of this campaign were?
We explain you all the details in this business case! 

You will find the detailed background, the marketing automation campaign used by Crédit Agricole, the results (and key figures) and the follow-up foreseen by Cash In Time. 
Raphaël Dewan, e-marketing manager at Crédit Agricole and Théodore Lefebvre, CRM and marketing automation project manager at Cash in Time, talk about this experience.