CRM DATABASE

SPEAK TO SOMEONE.
NOT JUST ANYONE.

Innovation across all industries continues to pile on the pressure for you to identify new perspectives, service offerings and, most importantly, customers. However, as marketing efforts shift even more towards an acquisition mentality, the existing and reliable customer receives less and less love. Developing a meaningful and robust CRM database can be used to strengthen the bonds with existing customers and grow your community of like-minded consumers. Sow the seeds of love again by delivering exclusively personable and relevant content to the unique segments of your database, and your reinvestment into retention campaigns will blossom with valuable brand ambassadors.

HOW WE CAN HELP.

We can transform your unorganized data points into a segmented CRM to help you build dynamic relationships with your customers:

Determine lead generation touchpoints and tactics to capture data

Collect and ethically maintain data to uphold privacy policy

Automate CRM processes and customer communication efforts

Organize a segmented database to deepen knowledge of each customer

Leverage CRM for retention marketing efforts to build long-lasting relationships

Implement customer loyalty programs to reward committed brand ambassadors

NOT OUR FIRST RODEO.

THE CRM ENGINE POWERS
PERSONALIZED BANKING.

Private banks, wealth management firms, and robo-advisors dedicate their time to servicing the financial needs of the rich and famous. With exclusivity and concierge services providing the backbone for client retention, these institutions require meticulous management of their CRM databases. By segmenting clients into affluent, high net worth (HNW) and ultra high net worth (UHNW) categories, and then layering the various banking services and client preferences in the database, ensures that the relationship manager or platform can properly maintain a personable level of around-the-clock care.

Segmented Audiences

Prioritize key datasets in each client level to collect, organize and leverage for promotional purposes

Automation Marketing

Implement triggers on specific customer actions, events or time periods to send an automated form of communication or marketing

Personalized Messaging

Customize messaging to speak directly to a specific individual or subgroup of a client type

Refer a Friend

Develop an intuitive and digitized referral system to generate prospective customers from existing clients

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