Banks and Financial Institutions
Banks and large financial institutions typically have an untapped growth opportunity in the large numbers of dormant and low-activity advice clients on their databases.
Decimal offers the tools to efficiently engage these clients, and help you service them well – with compliant, highly cost-effective advice, turning a dormant area into a profit centre.
For example, you could run a campaign sending low-activity clients a link to your new Client Console. It would be pre-populated with their details, so they can try different investment strategies and see the outcomes instantly.
We have had response rates over 70% to this type of campaign, and the costs are significantly lower than a regular DM campaign.
Decimal has a comprehensive 360° solution for client-driven, phone and adviser-based business; it helps you meet the ongoing demands of a growing client base.
It’s also the perfect platform to assist with up-selling and cross-selling of other financial products.