Are you satisfied with the productivity of your promoter network across the country? And that of the financial consultants at your branches? Would you like to increase it significantly?

And are you satisfied with the business generated for your customers in relation to their risk profiles? Would you like to segment your customers and prospects better so as to elaborate an offer that meets their needs better but is also compatible with their reliability?

Today, the marketing and development managers of insurance companies, credit institutions and companies operating in the consumer credit sector are expected to contribute significantly to the generation of new opportunities for their branches, promoters and financial consultants that manage retail customers at the branches.

The aim is to acquire new customers and to increase the loyalty of those acquired previously by developing them to their full potential within the preset risk levels.

To accept these challenges, the marketing department must have systems and tools capable of handling all communications and relations with customers and prospects and, in particular, tools for:

• Guaranteeing the quality of the information about customers and prospects;
• Handling opportunity generating campaigns;
• Handling inbound and outbound contacts with customers and prospects;
• Providing remote support to the branches and the promoter network across the country in planning and controlling marketing activities and handling appointments;
• Conducting marketing and sales data analyses.