Marketing Cloud
Using Marketing Cloud, we forge a much stronger, significant relationship with
your customers that helps you connect the dots across all your customer touch points.
From technical advice to complete project management, we help you implement the
Marketing Cloud system for your company.
Integrated Customer Data & Personalization
Consolidate and integrate customer data from
sources such as website analytics, mobile apps, and such to understand customers’
interactions, preferences, and demographics- Segment based on profiles, needs,
preferences, and criteria such as loan type, creditworthiness, repayment behavior, and more
- Dynamically create and deliver relevant and
personalized loan options, messages, content, rewards, incentives, and marketing offers
- Create cross-sell and upsell opportunities
using landing pages, emails, and messaging, and by including relevant touchpoints in
journeys
Automation & Cross-Channel Campaign Management
- Define the stages, touchpoints, and actions
that borrowers go through during their engagement with you to streamline the loan
acquisition process
- Create automated workflows to trigger
personalized communication at various stages of the journey, such as emails or SMS for
repayment reminders
- Customize reports, dashboards, and metrics
to monitor the effectiveness of your marketing campaigns, track conversion rates, and
analyze borrower behavior
- Maintain compliance adherence by using
features like data security, consent management, and audit trails.
Pardot
Pardot platform can help you reinforce your marketing initiatives and
generate quality leads for your lending business.
We put together a program to suit your needs – ranging from developing an
email template, tracking website visitors to handling the entire marketing automation engagement.
Lead Generation and Nurturing
- Use customized triggers, actions, and
decision points to automate lead nurturing, follow-ups, and loan application process
- Tailored messages, offers, and content based
on customer demographics, loan preferences, credit history, and other relevant data
- Custom landing pages and forms to reflect
your unique value proposition, highlight loan options and incorporate trust-building
elements
- Progressive form filling ensuring lead data
is accurate and actionable which aids profiling & segmentation
Sales and Marketing Alignment
- Customized lead scoring & grading using
attributes such as loan type, credit score, income level, or employment status
- Activity monitoring to capture information,
automatically assign leads, identify bottlenecks in the process, take corrective actions
- Integration with other systems & custom data
mapping to ensure accurate and consistent sharing of relevant customer information
- ROI & revenue attribution by tracking and
analyzing sales and marketing activities, and performance metrics
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