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