Challenges Faced By Financial Institutions

Regulatory compliance

The content shared by partners must follow strict regulatory compliance, brand guidelines and core values


There is no visibility to track the content, campaigns, platforms and regions targeted by partners to measure the effectiveness of marketing activities for consistent customer experience

Digital reach and distribution

A platform that can help effectively leverage the reach of partners and expand the partners’ network by improving their productivity digitally


How SalesPanda Can Help

Our platform helps financial institutions leverage the reach of their partners (advisors, distributors & sellers) and make their digital presence count without compromising on brand compliance and control.

Content syndication

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

Partner Enablement

Partners can access the pre-built campaigns, marketing tools and resources, information about products and services, training material etc. to pitch and value sell the right products to the end customers.

Lead funnel

Leads are captured for each partner separately It can be seen and tracked on a single admin dashboard by financial institutions.

Deep analytics

Financial institutions can analyse and see the content or campaigns that performed well. It can help in measuring the effectiveness of the campaigns.

Why Opt Channel Marketing Automation

ith channel marketing automation platform partners, as well as financial institutions, can build a strong reach & network to market their products and services.

It can help in building strong communication with the regional audience of the partners 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 channel marketing automation process efficiently allocate content, tracks the process and results across the partner network. It gives businesses a competitive edge planning forward.

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.

Request a Demo

Based on your industry and company needs, we'll revert back to you for a demo