Collect information of customers visited on the website, and then provide corresponding services, such as wealth management services or investment planning, etc.
Taiwan’s financial industry has more than 10 million customers. From the perspective of the number of customers, its market share is about 8%. If you use financial automation, you will have considerable results.
Save time and cost
Customized content
Communicate consistency and reduce communication negligence. After finding new potential customers through marketing activities, they can be transferred to the sales department for follow-up at the first time. The process is transparent and clear.
Use automated software to classify customers' interests, create topic tags, and send users' required knowledge, which helps to enhance the professionalism of the enterprise.
Use automated software to set the sequence, and regularly care about customers' financial planning and retirement plans from a professional standpoint.
Plan a robot response system for you so that your customers can find answers to their questions at any time, such as: the latest investment information, what kind of gold knowledge they are interested in, etc.
We can plan an instant customer service for you. When the industry data is not enough to use robot customer service, you can respond with a real customer service.
You can use both together, and assign robot answers as common content and online customer service as special project answers.
To keep you in touch with visitors, and when you need investment management advice, you can provide them with ideas.
List collection
Induce and attract
Sincere invitation
Create a bounce message and find the pain points of customers together, let them pay attention to leave information, so that you can do marketing again.
Some incentives will make potential customers leave information. At this time, you can provide free consulting services to let them be attracted to you. Think about what your customer group needs? Give a little help
You can use investment technical knowledge to create a professional image, so that customers feel trust and professionalism in you, and can strengthen their confidence in the company
For your website, we will first understand whether your website meets the user interface, so that your users will not get lost on your network.
Send letters to different audiences to inform investment information, explore the needs of potential customers, and cultivate customer financial management concepts.
Use automated marketing tools, follow your work process, and then improve and streamline the process, make good use of tools to bring you closer to your customers, and promote one-to-many customers, reduce your working time, and transform from passive concern For active concern.
Focusing on different customers, delivering correct information and products to users, and regularly providing financial investment education information or useful investment financial reports and business plans, can become a trusted expert for existing and potential customers.
Rely on appointments to provide corporate services, avoid time conflicts between multiple customers, grasp time and establish high-quality services for customers.
Using automated processes to test, track and analyze each ad, you can adjust different campaigns as needed, making it easier to determine how to improve the effectiveness of the campaign. In addition, customer data can be analyzed and used to find new leads and opportunities.
Quickly reduce time costs and administrative tasks!
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