Daily updates capture events, behaviors and transactions then automatically trigger emails, letters and/or texts.
Traffic on any web page triggers automated communications, turning every visit into a marketing opportunity.
Marquis software and expert analysts mine raw data for patterns, key information and predictors to guide executive decisions.
ExecuTrax automatically updates and monitors transactions, events and behaviors to automatically trigger a daily marketing message. This solution consolidates multiple systems into one relational database built specifically for financial institutions.
CallTrax, our CRM solution, is designed exclusively to serve financial institutions. A CRM system is only as good as the data. CallTrax is updated daily from ExecuTrax ensuring marketing and sales are always on the same page.
DocuMatix is our digital marketing suite designed specifically for financial institutions. More than email, it combines key digital and mobile marketing tools in one intuitive interface. Email marketing, automated surveys, event management, and text messaging are all included. DocuMatix On Demand brings marketing automation to your digital marketing, delivering messages in real time or when you schedule them.
WebTrax gives you the ability to identify your website visitors shopping for specific products and, just as important, automatically communicate with them via email or print. You can leverage one of your greatest marketing assets – your website – to directly respond and serve your clients.
Your frontline team gains direct access to all client communications as they happen. CommLink keeps the power of automated marketing relevant with real-time updates. Never again will your frontline team be in the dark about client communications.