The Big Picture: Marketing Automation for FinServ Marketers

MARKETING AUTOMATION FOR FINSERV MARKETERS A LANDING PAGE A visitor is converted to a Prospect as soon as they start interacting with the marketing forms embedded in your site. Once an email address is collected a prospect can be entered into an email drip campaign. ABC CAPITAL ADVISORS fund management ISAS Pensions Investments Projected Income Calculator $25,000 Grading Jon is graded an 'A' prospect as his job title of CEO matches the criteria. 5 Years Quote $388.78 per mo Grades are independent of scoring. [email protected] Email Quote M EMAIL AUTO-RESPONDER MARKETING PLATFORM - PROSPECT RECORD Projected Income Quote Jon Smith in +50 Name Jon Smith Grade (request quote) Email [email protected] Job Title CEO Score Company XYZ Advisors Inc 155 II PAUSE 5 DAYS M EMAIL DRIP CAMPAIGN Country USA Tel No +1 555 12345 Sales Aid +10 (open email) Download Progressive Profiling Jon's name appears as he was cookied on first visit II PAUSE 5 DAYS M EMAIL DRIP CAMPAIGN and entered his email address for a quote. Fund Manager's Update +10 A LANDING PAGE (open email) Watch Webinar: Fund Insights Register Today II PAUSE 5 DAYS M EMAIL DRIP CAMPAIGN Welcome Jon Smith Webinar: Fund Insights +10 Job Title (open email) Tel No. +75 Register Register (register for event) 150+ SCORE TRIGGERS NOTIFICATION TO INSIDE M NOTIFY INSIDE SALES 155 SALES TEAM WITH A VIEW TO PUSHING PROSPECT INTO CRM. PROSPECT BECOMES AN OPPORTUNITY. Z NEW OPPORTUNITY CREATED SEE HOW KURTOSYS MAKES FUND MARKETING EFFICIENT, INTERACTIVE AND BEAUTIFUL AT KURTOSYS.COM/FUNDMARKETING KURT SYS BEAUTIFUL SOFTWARE PROSPECT SCORE