Provide Financial Advice

Challenge

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.

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.
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.
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.