Digital Marketing for Private Banks
Understand your clients better and deliver relevant experiences by utilising powerful analytics. Drive customer loyalty and engagement with personalised digital journeys. Easily manage online and live events and ensure your relationship managers know exactly how a prospective or existing customer is engaging with your brand.
As a private bank, digital marketing analytics and insights should be viewed as tools to supplement existing relationships and not as an opportunity to reduce the quality of the personalised service a client would expect. By adopting a customer-centric approach with your digital marketing campaigns, you can effectively build brand loyalty and gain trust by imparting knowledge and expertise. Empower your relationship managers with invaluable customer insights and help them to keep closer to their clients.
ProFundCom’s specific solutions for private banks will enable you to access a single view of business intelligence and understand how your campaigns are performing across all your channels. Deliver personalised customer journeys and gain deep insights into what content is resonating with your customers.
Increase efficiency with ProFundCom’s powerful automation designers. Set automated actions based on specific triggers and build powerful personalised experiences by delivering the right content based on your client’s preferences.
Track engagement across all your digital channels, score contacts based on their activity and ensure your relationship managers keep close to their customers. Seamlessly deliver intelligent engagement data into your CRM and track a client’s investor portal activity.
Access a single view of critical business and marketing intelligence. Understand how your campaigns are performing across all your channels, month on month. Effectively report on marketing ROI so you know where best to allocate marketing budget and resource.
Private Bank Package
PDF Page Tracking
The PDF Page Tracking App tracks which pages of a PDF are being accessed and for how long. The engagement data is then displayed in the timeline and feeds into the rating engine. The PDF pages are viewed as normal in a browser using the ProFundCom PDF viewer.
Analytics Automation Design Events Integration Reporting Templates
The ProFundCom CRM allows users to see, enter and evaluate all your company relationships regardless of the type. People, companies, projects or opportunities — all in an easy and intuitive interface. The CRM App provides Sales Automation, Calendar Management and Workflows with tight Outlook and Gmail integration.
- Leads. Converting Lead to Opportunity/Account/Contact.
- Opportunities. Potential sales in CRM.
- Accounts. Each account is a central record in B2B model.
- Contacts. Contact can be related to multiple Accounts with specific roles of relationships.
- Business Process Management (available in Advanced Pack). BPM tool. Provides an ability to model and automate business processes.
- Workflows (available in Advanced Pack). Actions can be triggered if specific conditions are met. Available actions: send email, update record, create new record, create notification, assign record by specific rule.
The ProFundCom Website Engagement App enables the measurement, collection, analysis and reporting of web data for purposes of understanding and optimizing client web usage. The ProFundCom Website Engagement App is used to assess and improve the effectiveness of a website and helps to estimate how traffic to a website changes after the launch of a new campaign. The ProFundCom Website Engagement App provides information about the number of visitors to a website, the number of page views, who the visitors are and what pages they are viewing. It helps gauge traffic and popularity trends which is essential for market research.
The ProFundCom Event Manager App provides a “one-stop-shop” for planning and running an event such as seminars, conferences or a simple meet-the-manager. With an event dashboard, dynamic emails and forms, venue management, event life-cycle scheduler, mobile device check-in and integration into CRM, the ProFundCom Event Manager App is also a strategic tool to increase brand visibility and the overall attendee experience. This is not just a solution for the event team, but also the sales & marketing teams, so as to raise assets and demonstrate ROI from the multiple marketing channels.
The ProFundCom Process Automation App gives you the ability to automate any part of the digital marketing journey. With the ProFundCom Process Automation App users can visually map out their digital campaigns and create decisions or actions based on customer behaviour, date, event, lead score or segmentation rule. Users can score contacts on their digital behaviour and their identity, then combine both into an overall third score, which lets you see in an instant how valuable they are, and where they are in the investment cycle – in a process known as Lead Nurturing.
The ProFundCom CRM Connector App provides synchronization between the ProFundCom platform and clients’ CRM systems. A typical use case is the ProFundCom CRM Connector App creates a link between the two platforms, so that you can sync prospects, contacts, and leads between the two systems. The connector will also sync marketing lists, campaigns as well as user preferences. Gone are the days of outdated record information, or having to manually update records by periodically exporting prospect date and importing it into the CRM. With the connector enabled, marketing and sales will always have access to the latest, most accurate digital engagement data.
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