Marketing Automation

Marketing Automation

Tailor your messages and deliver to the right client at the right time

Email marketing automation systems help you quickly push out communications to prospects and clients at the right time and also help you track results.

Benefits

savetime

Ensures all Prospects and Customers are communicated with in a structured, defined flow

Quickly Provide Value

Delivers the right message at the right time with the automated and manual engagement as required

Boost Client Engagement

Optimised and automates all direct marketing appropriate to brokers without specialised resource requirement

Key Capabilities

Orchestration of Customer journey through multiple configured journey trees

Personalisation of messaging based on any risk capture criteria, personalisation of journey

Fully integrated, configured end-to-end customer journeys from communication to automated risk capture questionsets and status monitoring