Industries
Campaign management for your industry
A bank has maturities, a municipal utility has contract end dates, a car dealership has returning lease vehicles. The occasion differs, the principle is the same: the PBM Campaign Platform addresses every customer personally on the right occasion – by email, letter, landing page and SMS. And only with data that has been approved for this purpose.
Your starting point
Financial services provider or SME – where do you stand?
For financial services providers
For banks, insurers and other regulated industries
You need evidence for every decision: consent per channel, approval under the four-eyes principle, audit log. And an installation that belongs to you alone. The same applies to energy suppliers and statutory health insurers.
Banks & cooperative banking groups Insurers Energy suppliers & municipal utilities Statutory health insurers & healthcare
For SMEs
For SMEs, dealer and franchise networks
You have a small team and an Excel list. The AI suggests the column mapping, ready-made journeys point the way. And head office sets the framework, every location speaks in its own brand.
SMEs & B2B Branch, dealer & franchise networks Automotive & car dealerships
Seven industries
Which industries is the PBM Campaign Platform suitable for?
For companies with a large customer base, recurring occasions and high data protection requirements. Each tile names the occasion most customers start with.
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Banks & cooperative banking groups
Accompany maturing investments, the end of fixed-interest periods and new current accounts personally, with the adviser as sender.
Lead occasion: Reinvestment
Marlene Hoffmann, 58 · fixed-term deposit matures 31 March Example
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Insurers
Accompany policy expiry, premium adjustments and claims clearly, with the agency as sender.
Lead occasion: Explaining a premium adjustment
Thomas Brandt, 46 · occupational disability premium rises Example
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Energy suppliers & municipal utilities
Retain customers before they compare: at contract end, on price adjustments, when they move house.
Lead occasion: Tariff end
Jonas Weber, 34 · price guarantee ends 31 December Example
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Statutory health insurers & healthcare
Inform insured members about the bonus programme and services, sensitively and only with approved data.
Lead occasion: Bonus programme
Aylin Demir, 29 · bonus programme Example
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Automotive & car dealerships
Plan returning lease vehicles and service occasions centrally and deliver them in the name of each car dealership.
Lead occasion: Lease end
Stefan Lang, 51 · lease ends in 5 months Example
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Branch, dealer & franchise networks
Plan campaigns centrally, deliver locally: every location with its own brand and its own sender.
Lead occasion: Reactivation
Lena Koch, 27 · inactive for 60 days Example
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SMEs, B2B industry & wholesale
From Excel list to automated campaign, even with a small team.
Lead occasion: Renewing a maintenance contract
Beispiel Kunststoff GmbH · maintenance contract Example
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What they share
What do banks, municipal utilities and car dealerships have in common?
Three things: a valuable customer base, rules that affect every contact, and often a network of locations or partners. That is what the PBM Campaign Platform is built for.
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The customer base is the capital
The most valuable occasions arise within the existing customer base: maturity, contract end, moving house, maintenance. Dynamic segments detect every occasion, and the journey starts on the same day. Relevance rather than volume: fewer but better-suited contacts – across channels.
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Every contact follows rules
Consent per channel, withdrawal, mandatory information, supervision. The platform checks before every send; a withdrawal stops everything immediately. For us, data protection is not an add-on module but the architecture.
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Many locations, one control centre
Cooperative group, agency network, municipal utility cooperation, dealer network, franchise. Head office sets the framework, every location speaks in its own brand. The brand boundary is hard: everyone only sees their own customers.
Do you think in terms of occasions rather than industries?
Then start with the use case – from onboarding to churn prevention.
Related: [BLOG: Reinvestment campaigns for banks: targeting maturing investments] · [BLOG: Insurers: communication around contract adjustments] · [BLOG: Churn prevention at municipal utilities and energy suppliers] · [BLOG: Managing dealer networks centrally, delivering locally] · [BLOG: B2B lead nurturing in long sales cycles]
Frequently asked questions about the industries
Which industries is the PBM Campaign Platform suitable for?
For companies with a large customer base and recurring occasions: banks and cooperative banking groups, insurers, energy suppliers and municipal utilities, statutory health insurers, automotive and car dealerships, branch, dealer and franchise networks, as well as SMEs, B2B manufacturing and wholesale.
Do I need a separate version of the platform for each industry?
No. The PBM Campaign Platform is the same software in all industries. Industry differences arise from your attributes, journeys, content and brands, which you configure yourself in the platform. Each customer gets its own isolated installation.
Is the platform also suitable for small marketing teams?
Yes. Import from Excel or CSV with an AI suggestion for the column mapping, ready-made journey patterns and an AI assistant that drafts a campaign framework from a description of your goal make it easy to get started. Nothing goes live without your approval.
How does the platform support companies with many locations or partners?
Through brands & locations. Every location, institution, agency or dealer is a separate brand with its own corporate identity and its own sender. Head office locks legally relevant fields such as the legal notice and logo. Employees only see the customers of their brand.