AGILITY: Marketing™ enables financial service professionals to embed marketing strategies into multichannel sales and service interactions--across lines of business--resulting in targeted offers based on individual needs, lifecycles, and real-time events. Automated workflows support a closed-loop approach, enabling teams to execute, manage, and analyze the results of multichannel campaigns.
Marketing executives can measure the ROI of their budgets, tie revenue back to specific marketing programs, and make adjustments in real time.
Track and measure the impact of your marketing campaigns. Easily track campaign elements--including communications, events, activities--to assess effectiveness and track leads through the sales cycle.
Take advantage of powerful search tools to quickly and easily mine data and profile your ideal targets for campaigns. Searches can be saved and shared so other members of the sales force can query their contacts and execute their own campaigns.
Generate mail merge letters or email from your target list to help drive more business.
Drive more business with consistent, targeted messaging. Create templates for email, letters, and other communication within AGILITY to create consistent communications. dramatically reduce time for repetitive tasks, and enhance brand equity in the marketplace.