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.
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
Grow your clientele with our comprehensive marketing automation features
Target. Acquire. Nurture. Convert. Delight.
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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