Marketing Automation

Marketing Automation

Email marketing is still one of the most effective channels for marketing your financial brokerage business today.
While newsletters and one-off campaigns will always have their place in your email marketing strategy, the smartest companies are starting to set up automatic email campaigns (Email marketing Automation) that trigger off of a series of user’s actions (or no actions).


These automatic emails are literally replacing your staff’s time to have to follow up with clients manually. The emails are personalized and very relevant to the customer. As a result, they are opened and clicked more frequently and drive visits and revenue for your business.


Syntellicore Marketing Automation Auto Responder module is configurable via a modern, user friendly control panel.  Emails/SMS messages can be sent based on intelligent criteria.


You will be able to set a combination of criteria, based, and not limited to signup data, behavior of the client on your client area, trading data, volume, etc. Every information related with your customer can be used for automatic following up with your leads and customers in a modern, personalized, intelligent, targeted way.

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