Featured Clients
Marketing Automation
SalesPage Broker/Dealer maximizes the value of every marketing initiative, whether a simple mailing, a complex multiple-event campaign, or a research survey. Target the best audience for your message, deliver the message intelligently, and analyze the results of activities and campaigns with flexible, easy-to-use tools. Reduce the effort required to execute marketing strategies while increasing their effectiveness.
Manage Leads
Capture, incubate, prioritize and assign leads based on performance, product focus, territories or defined business rules. Automatically import leads from external sources. Leverage the marketing scorecard to rank and qualify leads and prospects for targeted sales and marketing efforts. Automatically notify affected sales personnel as leads advance to stages where direct sales involvement is required. Archive cold leads for reporting and targeting in future campaigns.
Manage Campaigns
Design and implement targeted, single- or multiple-action campaigns incorporating physical or electronic mail, fax communication, telemarketing, advertising, conferences and events. Assign campaign tasks and resulting opportunities to suitable personnel for follow-up.
Manage Target Lists
Create and maintain lists of prospects and existing advisors based on virtually any combination of available criteria to precisely target those most likely to be receptive to the defined marketing message.
Use Campaign Metrics and Analysis
Gauge the effectiveness of campaigns in real-time by monitoring key performance indicators and metrics. Ensure accuracy with campaign data that's automatically updated as individual campaign activities are completed. Evaluate campaigns with expansive reporting and analytics, in order to improve future efforts.
Administer Literature and Premium Fulfillment
Deliver marketing materials (product brochures, service descriptions, white papers, promotional items) to prospects, advisors or partners. Easily add new literature orders for individuals or for large groups. Fulfill orders internally with integrated shipping and tracking tools or automatically export orders to a vendor for fulfillment.
Maintain a Marketing Repository
Categorize and store product and marketing information in a central, searchable location making it easy to quickly find the most current information on a specific subject.
Execute Surveys
Execute custom surveys using person-to-person contact or online interaction, to capture feedback on any topic of interest, including satisfaction levels, receptiveness to marketing messages or perception of a product in a specific marketplace. Captured responses are immediately available for reporting and analysis, facilitating rapid adjustment to changing market conditions.
Broker/Dealer: Relationship Management
Broker/Dealer: Recruiting Management
