SoftVu CRM Overview - Financial Services

SoftVu has helped hundreds of clients in the financial services industry achieve success through marketing automation since 1999. Our best practice campaigns are a time-tested, secure way to obtain leads conveniently over the Internet. We’ve helped companies achieve higher contact ratios and faster closings in the following financial services industries:

• Mortgage and Online Lending
• Banks
• Insurance
• Brokerages

Financial services email marketing programs are developed by our in-house interactive department then distributed automatically through our proprietary marketing automation software so you:

• Receive alerts when your prospect views your email communications
• Know who to call when
• Know who to re-engage and when to nurture

Relay also tracks how many times your message was viewed, forwarded, what items were viewed, and gathers the information into reports. Our financial marketing services improve:

• Message open rates
• Email click-throughs
• Campaign performance and evaluation
• Creative content designed for financial services marketing

Humanized Online Financial Marketing Services

We meet the unique needs of the online market niche where the lack of face-time and the personal touch of typical “brick and mortar” shops is often the top customer complaint SoftVu equips the financial services and marketing industries with everything needed to build customer trust and loyalty online. You’ll clearly define sales-ready leads then nurture those prospects who are not yet ready to buy all the way to close. SoftVu’s marketing for financial services industry solutions integrate with your CRM such as Salesforce.com to provide a full picture of the sales cycle.

Our expertise in financial services email marketing is supported by an award-winning interactive team who prepare a variety of Internet communications to meet your financial services marketing needs:

• Welcome emails
• Rich media commercials
• Surveys
• Videos of your sales team
• eCards
• eBrochures
• eNewsletters
• Landing pages

Creative content is customized by putting a face with a name in rich media videos and other communications that humanize the online experience for financial marketing services companies.

All together, few companies compare to SoftVu when it comes to strategically driving the marketing of financial services process from contact to close.

SoftVu is a Gramm-Leach-Bliley compliant firm.