Personalize Financial Brand Engagement to Attract Agents, Advisors, and Clients
Financial services marketing must balance multiple priorities of attracting top advisors, growing the client base, and controlling costs. Modern Marketers in financial services are personalizing messages, gaining market share by providing superior brand content, and assisting in efficiently satisfying regulatory requirements.
Deploy solutions that speak the language of financial services.
Take advantage of marketing expertise and award-winning technology for cross-channel, content, and social marketing with data management and activation. Solutions include asset management and wealth management.
Deliver content in context by reading Digital Body Language.
Create and send highly personalized communications. Segment content by target interests and brand it according to the relationship. Use social, profile, and website data to send automated communications for immediate engagement when target audiences are most interested.
Automate and integrate to personalize and optimize.
Attract a steady stream of new business to boost revenue. Achieve 1:1 personalization by truly knowing advisors and clients. Increase engagement with integrated content marketing personalized by persona.
Launch campaigns faster with blueprint templates.
Use a gallery of prebuilt best practice templates to launch email campaigns fast. Just insert your images, logos, and copy. You also get examples for each campaign to help you brainstorm your copy.