Click me
Transcribed

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. jon.smith@xyz.com Email Quote M EMAIL AUTO-RESPONDER MARKETING PLATFORM - PROSPECT RECORD Projected Income Quote Jon Smith in +50 Name Jon Smith Grade (request quote) Email jon.smith@xyz.com 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

The Big Picture: Marketing Automation for FinServ Marketers

shared by lukehinch on Jan 21
174 views
0 shares
0 comments
Marketing automation is one of the most pivotal developments to have happened to digital marketing since the Internet began. It allows financial services marketers to streamline tasks and in turn, cre...

Publisher

Kurtosys

Writer


Category

Business
Did you work on this visual? Claim credit!

Get a Quote

Embed Code

For hosted site:

Click the code to copy

For wordpress.com:

Click the code to copy
Customize size