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Marketing Automation For Financial Services

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Marketing Automation Solutions for Financial Services

Aritic PinPoint Financial Services are ideal for mutual fund firms, wealth advisory companies, and asset managers, who have a more specific goal to achieve through automated services. Improve the efficiency of your team without spending a fortune on your marketing efforts. Companies dealing with banking, capital marketers, insurance, and wealth management can resolve their business and technology challenges with Aritic PinPoint financial services. Create a unique customer experience through our omnichannel marketing infrastructure. Connect with each individual client based on their activities, persona, and engagement metrics across multiple marketing channels and provide consistent user experience across all screen sizes and channels.

A Comprehensive Marketing Automation Solution

Monitor your customers’ lifecycle through lead scores, lead tracking, and retargeting campaigns. Develop various marketing campaigns across multiple channels to offer a consistent customer experience. Automate repetitive tasks as you focus on building rich client relationships.

Customer activation automation series: Send notifications (email and mobile) upon successful customer account activation. Create welcome drips after product purchase. Automate the entire onboarding series.

Event-based notifications: Engage your customers with important notifications and reminders related to your financial services.

Unified lead profiling: Tie together all the information, both online and offline, of your lead and create a singular lead profile. Information includes behavioral tracking, demographics, social profiles, offline activities, and more.

Customer retention programs: Retain your customers with re-engagement campaigns, exclusive offers, customer referral programs, customer loyalty programs, and continuous follow-ups.

Customer journey automation: Help your customers to proceed from the awareness stage to the decision stage with relevant content marketing, email campaigns, push campaigns, and mobile targeting. Automate your customer’s journey based on their behavior and buyer’s stage.

Integrated SMS, phone call, and IVR automation: Create missed call campaigns, automate interactive voice response, and launch SMS campaigns to your existing customers.

Personalized communications

Create automated drip series for customer onboarding, education, nurturing, retargeting, and retention. Use multiple marketing channels to personalize customer interactions and overall experience with your company.

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Multichannel Automation Campaign

Omnichannel marketing approach

Create unified customer experience through omnichannel marketing approach. From a single platform, continue conversing with your clients even when they are switching in-between channels without breaking the conversation flow.

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Marketing Automation for Banking

Create rich client profile (buyer's persona)

Your clients can come from various sources. Monitor their lead source, and create rich client profiles to offer personalized solutions. Build long-term relationships with your clients through automated nurturing campaigns, retargeting, and retention programs.

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Use dynamic segmentation for relevant offers

Whether you are an insurance company or a mutual funds provider, segment your customers based on their behaviour, sources, buyer’s stage, and personal details. Automatically segment your customers within Aritic PinPoint or manually alter segments to stay relevant

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Dynamic Segmentation

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Grow your clientele with our comprehensive marketing automation features

Target. Acquire. Nurture. Convert. Delight.

Multi-channel marketing campaigns

Leverage every marketing and sales channel to build a unique and consistent customer experience for your brand

OmniChannel Marketing Automation Experience

Create a smooth transition from one device to another or from one channel to another for a unique customer experience

Mobile optimized marketing campaigns

Use ready-to-customize responsive templates for your marketing automation campaigns to target mobile-only users

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