Challenges Faced By Financial Institutions
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.
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.
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.
Leads are captured for each partner separately It can be seen and tracked on a single admin dashboard by financial institutions.
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.
Request a Demo
Based on your industry and company needs, we'll revert back to you for a demo