Marketing Automation Software for Financial Services

Marketing Automation for Financial Services helps you build stronger long-term relationships with clients, agents, and advisors. The Software is designed to help you to improve brand consistency, generate more sales, and transform your digital presence. The tool has the following functions: in-depth prospects tracking, powerful lead nurturing, Sales and Marketing collaboration, ROI Pipeline Reporting, easy email Marketing, Salesforce Integration, Prospect Grading and scoring. The list of benefits of this software includes but is not limited to improved customer experience, better quality of leads and an increased number of leads.