Digital strategies for a new age

A great rate, exceptional service and sweet campaigns have always played a central role in attracting people to your FI, but times have changed and these things alone are no longer enough. Customer expectations are escalating quickly, shaped by other sectors and led by giants like Amazon. In every industry – including financial services – it’s no longer just about a product.

Customers are choosing brands based on how they facilitate engagement across all channels and devices, whether or not they offer personalized service and how easy they make it to navigate the purchase funnel. The expectation for an outstanding customer experience is the new bottom line. Customer experience, and the technology that supports it, are the big drivers of innovation and strategy.

Knowing if you’re doing what you can and need to do to ensure that customers choose your brand is one of the keys to your ongoing growth and profitability. Maybe you’re already doing this. Maybe you’re ready to get started. Or maybe you’re not 100% sure where to start or what your goals and strategies should be. 

We’ve developed a great tool that will help you determine if you’re on the right track with your digital strategies or if there are things you can be doing even better than you already are. We call it OARA (Online Acquisition Readiness Assessment). It’s a free service we offer any FI, whether you’re a thirdstream client or not. We’ll use our OARA tool to evaluate your organization’s current digital marketing position, then we’ll compare how you measure up to industry standards and best practices. 

Our OARA measures tactics (or projected tactics) like:

  • social media activities
  • content marketing
  • using and building your email list
  • digital advertising and promotions
  • how your website is working for you
  • the effectiveness of your acquisition tool

It’s a simple process. During a short conversation with your team, we’ll ask you a series of simple questions about everything from social engagement to retargeting, Google AdWords and SEO. Your answers will give us the insight we need to:

  • analyze where you’re at today
  • offer detailed recommendations for each question asked
  • identify a few key take-aways on how to increase your overall readiness for online acquisition. 

OARA_process

Once we’ve completed your analysis, we’ll present you with a personalized results dashboard/report for you to share with key players within your organization.

report screen shot

You can take it from there if you’d like and choose to follow through with all or any of the recommendations that have come out of your OARA. If you’d prefer a more hands-on approach, we’d be happy to offer as much guidance and consultation as you’d like to get or keep your digital marketing strategies on track. 

If you’d like to know more about this or go ahead and set up an OARA for your FI, it’s easy. There’s no commitment and it’s 100% gratis. Just give us a call at 403-381-1360 or contact keith@thirdstream.ca. We’re here to help. And we’re happy to do it.

Meet our PM/BA

The words human dynamo come to mind when describing Tana Chasakara. Such a dynamo, in fact, that her role simply can’t be contained to a single set of tasks. Not only is she our our project manager, she’s also highly regarded (and valued) as our business analyst and QA lead. It boggles the mind what this gal can do. A graduate of the University of Guelph, where she earned an honours degree in Management, Economics and Finance with distinction, Tana’s combination of intelligence, experience and skill are a core strength for our team and our product line. While she’s analyzing, problem solving, testing and organizing and, Tana can be found roaming from office to office and desk to desk, laptop in hand, generally keeping us all on task. Other than that, she loves to entertain the team with stories of her childhood in Zimbabwe and ensure that we’re all clear that Africa is a continent and not a country.

Tana

Here are some other interesting facts about our project manager/business analyst.

When did you join the thirdstream team?
September 2014.

What is your role with thirdstream?
Project manager and business analyst but I also lead QA efforts.

What appeals to you the most about the work you do with thirdstream?
I appreciate always being challenged with interesting and diverse assignments.  I like that I can grow my career in the direction that best suits my skill sets and interests.

In 1-2 sentences, what do you appreciate the most about being part of this team?
I love that the work is challenging but the people are not. We value each other’s inputs and work collaboratively to produce some very cool technology. And we have fun doing it.

Now for the fun stuff  

Born
Harare, Zimbabwe

Raised
Harare until 18, Toronto thereafter

Grew up in which decade
The 2000’s. Is that a thing?

Biggest musical (or other) influence when you were growing up
Simon and Garfunkel

Favourite tune/band on your ipod right now
Jhene Aiko

Huge fan of
Fantasy Films/Books and Anime

You’re happiest when
I’m with my family

Favourite Beverage
Peppermint tea

Greatest inspiration
My mother (cliché but true – she is awesome)

Greatest achievement (so far)
Choosing to be happy, no matter what

In Kevin’s case

It’s gadgets and gizmos aplenty for our VP of Development, Kevin Anderson. However, not just any gadget (or gizmo) will do for this ‘everyday carry’ (EDC) enthusiast. Kevin’s carry case mainstays are more than just trendy technogeek. They’re also about utility and preparedness, so they each serve a purpose and have a specific, useful function. Especially the Nerf gun. Check it out.IMG_0067

Maxpedition Micro Pocket Organizer @MAXPEDITION, Fisher Space Pen @FisherPenCo, Thrunite T10T Flashlight @ThruNiteproduct, Sensordrone Bluetooth Sensor @Sensordrone, various thumbdrives, Gerber Shard @gerber_tools, Screwpop Utilitiy Knife, MacBook Pro @APPLEOFFIClAL, Gerber Clutch @gerber_tools, N-Strike Maverick Nerf Gun @NerfNStrike, iPhone 6s plus @APPLEOFFIClAL, Leatherman Wave @leathermanusa, Umbra Bungee Card Case, Gerber tanto pocket knife @gerber_tools, Bose UC-15 Headphones @bose, Fitbit One Wireless Activity+Sleep Tracker @fitbit, MasterGrip Digital Laser Thermometer @Costco.