Skip to main content

AWS DevOps Services For Infrastructure management Marketing Automation Portal

Technology - AWS

About Customer:

Our customer has an all-in-one marketing automation solution that is personalized and custom-tailored for high-net-worth Financial Advisors and Agents. 

Platform Insights:

  • The platform helps Financial Advisors with personalized website creation, campaigns and lead management, Social Media integrations and regulatory requirements 
  • With its personalization and domain-specific benefits, the platform resulted in reduced compliance review time, a reduction in support requests and a major boost in lead generation 
  • The platform has a proven record of supporting lead conversion, expanding AUM, and policy sales growth  

Outcomes Delivered:

  • Reduced downtime 
  • Reduced support tickets and backlogs 
  • Increased cloud maturity 
  • Seamless digital assets operations