Provide Financial Advice: Campaign Launchpad

Provide Financial Advice: Campaign Launchpad

January 19, 2016

When customers visit the bank, they sometimes have questions about the services that you offer. Since more customers are moving to the web to find information, this is the perfect place for you to offer advice. Place a web form on your website to give customers the ability to sign up and get information about mortgages, investments, or general advice from a financial advisor. Depending on what the client selects on the form, automatically send them emails with that content. Don't forget to include a CTA so clients have the opportunity to book an appointment with you to follow up on the information they received.

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