Help VIP customer achieve their wealth management goals
Show your expertise in achieving the wealth management goals of your VIP clients
Use customer data to get valuable insights for precise financial advice, management and planning.
- Collect customer data to determine risk appetite and financial habits
- Predict customers’ financial pain points and goals
- Automatically match clients with a financial advisor
- Send personalized financial information
- Send a financial plan in exchange for a list of new clients
- Provide professional financial planning advice
- Maintain close interaction between institutions and customers
- Real-time notification of market fluctuations and new product information
- Provide regular review of financial goals
- Comprehensive financial services
Problems facing the financial industry
Financial industry clients usually complain of these marketing problems
Clearly understand customer needs and master customer service
Understand the needs
Track customer browsing patterns
HubSpot CRM automatically tracks customers’ browsing journeys and stay times. Using these data points, you can create customer intelligence reports to provide financial consultants with insights into customers’ interests and mindsets.
Accurate delivery of financial information
Develop sales and marketing tactics from customer profiles to provide financial consultants with the best opportunities to engage with customers. You can also send exclusive personalized e-mails according to customer segments.
Establish a customer scoring mechanism
Create a system for scoring customers according to characteristics, financial capacity, online behaviors to plan specific sales and marketing tactics.
Content is king! Attract organic traffic and high-quality potential customers.
Social media integration
HubSpot Social integrates all social platforms so you can schedule posts, reply to messages, and analyze data across platforms in just one place.
SEO optimization tool
HubSpot’s SEO tool helps you analyze website performance, provide optimization suggestions, improve Google SERP, and attract high-quality visitors.
Create event pages easily
Execute marketing activities such as customer events, financial lectures, and new product introductions. Quickly complete professional event pages and start inviting attendees.
Grow high-quality customer with fully automated marketing
Potential customers become friends
Automatically send information customers want to receive
Design a whole automated customer communication system (e-mail, chatbot, SMS, etc.) that will automatically deliver the right messages to the right customers at the right time.
Automatically notify the internal team for follow-up tracking
In addition to allowing the team to share customer information in the CRM system, the system can also automatically send notifications or follow-up information to team members and supervisors when customer behavior meets specific conditions
24/7 chatbot customer support
Design highly intelligent chatbots to solve customer problems effectively in real time. Automatically record customer information into the CRM and segment potential customers to make remarketing more efficient.
Automated marketing accurately locks in financial plans that customers are interested in
Let automated marketing improve your efficiency
Let us help you.
Need some guidance?
Need to understand our products better? Send your e-mail, and we’ll take the initiative to contact you.