Some Concerns Banks Have


Branches are not very consistent with the communication that results in uninformed and dissatisfied customers


Lack of content and campaigns that cater to regional customers’ needs, preference, requirements and type

Brand compliance

The content & information shared by the branch representatives must follow strict brand compliance, guidelines and values


How SalesPanda Can Help

Our platform helps banks leverage the reach of their branches and make their digital presence count with localised campaigns, compliance-approved content and centralised control.

Content syndication

Banks can create & syndicate compliance approved collaterals, email campaigns, social posts in the content library. The content is provided to advisors via web syndication.

Branch enablement

Branch representatives can access the pre-built localised campaigns, marketing tools and resources, personalised information about products, and training material etc. to share with the end customers.

Lead funnel

Leads are captured for each branch & their representatives separately that can be seen and tracked via unique login ID & code. It’s visible to the bank head office on a single admin dashboard.

Deep analytics

Bank head offices can analyse and see the content or campaigns that performed well. It can help in measuring the effectiveness of the campaigns.

Why Opt Branch Marketing Automation

With branch marketing automation platform branches as well as banks can build improved customer relations & deliver better services and offers to them.

It can help in building strong communication with the regional audience of the agents by providing them with personalised content, offers and information as per their customer's needs, preferences and behaviour.

It can help in better lead generation and sales closure. The branch marketing automation process efficiently allocates content, tracks the process and results across branches.

It helps in building engagement with a more focused and informed approach. Hence, the internal process becomes efficient and drives more engagement with potential customers.

It provides a well-configured platform that’s highly automated, aligned with all the marketing features and resources that can save money and accelerate growth.

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