Cash in Time case study: marketing automation for an online financial service in the Covid-19 era

Case study

Cash in time: When marketing automation helps a 100% online financial service strengthen its customer support—moreover, in a truly human way!

Cash in Time is a financial service of Crédit Agricole Leasing & Factoring. Simple and secure, this factoring service helps entrepreneurs ease their cash flow without affecting their borrowing capacity. This solution was co-designed with the help of 453 business leaders and managing directors, and 92 advisers from the group.

Since March, Cash in time has seen its customers heavily affected by the crisis. So they put everything in place to meet the need for customer support: check in with them, listen, advise—the program was broad. During this special period, the bank’s top priority was to strengthen the human element. So how can marketing automation in finance be used for the benefit of customer relationships?

Boost efficiency to advise the right person, at the right time: this is the first objective of this automation / finance alliance!

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

And to complete the sentence (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 omnichannel engagement.

Want to know how they did it, and learn the results of this campaign?

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

Here you’ll find detailed context, the marketing automation campaign used by this financial solution, the results (and key figures), and the next steps planned 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.