OneDesk for Finance Marketing Professional Services Automation
How does OneDesk help my Marketing team?
Market Financial Services & Track Client Project Success
Organize Financial Product Campaign Requests via Ticketing
Marketing teams in Finance can use OneDesk ticketing to manage requests for new campaign materials or website updates for financial products. Capture requests from product teams via email or forms. Custom views like 'Investment Product Brochure Tasks' or 'Web Content Compliance Review' keep marketing aligned. SLAs ensure timely delivery of marketing assets. Reporting tracks campaign request volumes.
Financial Clients Track Service Marketing via Client Portal
Allow your financial clients to access information about new services, market updates, or educational content through a client portal. They can provide feedback on your communications or inquire about specific offerings using simple ticket forms. This helps your marketing team tailor financial products and information effectively. It also keeps clients informed and engaged with your firm's value proposition.
Boost Client Acquisition with Finance Marketing Automation.
Marketing teams in Financial Services aim to attract and retain valuable clients. OneDesk's automations support these efforts. Our system lets you create workflows to manage marketing campaigns for new financial products or advisory services. Leads from seminars or digital campaigns can be automatically triaged based on investment interest or net worth. They are then routed to the sales or advisory team for tailored follow-up. You can also use automated email replies to send introductory materials or schedule consultations. OneDesk’s versatile automations help you nurture client relationships. This drives growth for your financial firm.
Run Marketing Campaigns for Finance
Marketing teams in finance, building trust and explaining complex products clearly is your challenge. OneDesk helps you plan and run marketing campaigns that are compliant and effective. Use its robust features to manage creating content, track campaign approvals through compliance, and coordinate reaching out through many channels. The platform’s versatility is great for managing different marketing efforts in a regulated field. As your firm offers more services, OneDesk’s unique scalability helps your marketing efforts grow effectively.
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