Financial Services

Client/Prospect Nurture

Connecting and communicating with new and current clients can’t get any better than with automated messaging flows.

You can define your most asked for topics, create drip campaigns using text messaging, then ask your clients what’s most relevant to them and send them just that information.

Here’s an example.

Promote Your Services

A webpage, ad or other promotion offers a keyword opt-in to get more information about a financial service topic.

Assure Compliance

When a client or prospect opts-in, the Compliance App automatically manages opts-in and confirmations.

Fulfill Your Promise

Following confirmation, an automatic message delivers the initial information offered as part of the Opt-in promotion/CTA, using a Single Message App.

Profile Client Interest

A profiling message asks a simple question to learn what the prospect or client is most interested in for their financial planning, using a Survey or Single Message App.

Share Relevant Information in a Nurture Conversation

Relevant conversations are triggered based on keyword responses, using the Nurture App.

LOAN Keyword

A multi-touch conversation flow triggers with information and CTAs concerning LOAN products.

INVESTMENT Keyword

A multi-touch conversation flow triggers with information and CTAs concerning LOAN products.

MORTGAGE Keyword

A multi-touch conversation flow triggers with information and CTAs concerning MORTGAGE products.

During these nurtures, deeper profiling questions are asked and answers captured in the SFDC record, so when the client talks to the financial rep, the rep has more insights into the client. Additionally, keywords are made available for the client/prospect to request a CALL, SCHEDULE a meeting etc.

Schedule a Personal Demo with Our Textperts!

We’ll share Converse solutions for your specific industry and messaging needs.

Gathered for youcasinos that accepting rands Top 10 SA casinos is waiting for you!