The SolutionHave a form clients can request information from
Send information to banking customers based on the information they have requested, directly from your website.
Place a web form on your website to give customers the ability to sign up and get information from a financial advisor. This form would have options like: Mortgage Advice, General Banking Advice, or Investment Advice.
Based on the type of advice the customer is looking for, send them email messages with that content. With a marketing automation platform, this process can be done automatically. All you have to do is create the emails containing the specific content then the system would match the form response to the correct email and send it to the client.
Make sure your emails have a proper CTA to give clients the opportunity to book an appointment with you if they wish to move forward.