Provide Financial Advice

Provide Financial Advice


  • When customers visit the bank, they sometimes have questions about the services that you offer. More customers are moving to the web to find information. But, the information requires a representative to follow up without direct information. How can you easily provide customers with relevant information?

We Can Help

  • Provide customers with key information
  • Make it easy to request information
  • Connect customers with opportunities

Here's How

Having a form clients can request information from will allow you to send information to banking customers based on the information they have requested, directly from your website.

  1. Create your Form

    Place a web form on your website to give customers the ability to sign up and get information from a financial advisor. This form can include options like: Mortgage Advice, General Banking Advice, or Investment Advice.

  2. Send Automatic Emails

    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 will match the form response to the correct email and send it to the client.

  3. Don't Forget a CTA

    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.

Access More Resources

Use Case Identification for Provide Financial Advice

Use Case ID: WUC050


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