Marketing precision
Personally relevant communications prompt clients into action. Generate, control and report on all types of campaigns, from highly targeted to mass market.
Real-time reporting lets you respond rapidly to maximise results. Your group can grow its revenue in a highly focused and controllable manner.
Digital campaigns use personalised URLs (or PURLs), linking the client, member or prospect to your Client Console. It lets them explore strategies, then see, save and share the outcomes. Their data is held in the Real-time Core for adviser access and becomes a conversation starter for a sales call.
Existing client data can be transferred from underlying administration systems. Profiling is easily prepared, enabling sharp segmentation. Detailed real-time reports help you analyse responses and react quickly.
- Opt-in assured CRM tools
- Produce highly targeted campaigns
- Significantly reduced cost-per-acquisition
- Demonstrated response rates above 70%
- Scalable from individuals to mass-market
- Focus on; existing clients, members, or prospects
- Easy segmentation creates opportunities
- Sales conversations prompted by Client Console
