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.