Financial Advice Flow: Campaign Launchpad

Financial Advice Flow: Campaign Launchpad

June 25, 2015

As a financial institution, customers often have questions about the services you offer. More customers are moving to the web to find this information which can be a convenient way to directly send it to them. First you can have a signup form on your site that customers can fill out and pick what kind of information they are looking for. Next they'll receive a generic welcome email. Finally, depending on what they selected, an email with the information they requested will be sent out to them.

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