SalesPanda for
Financial Services

Are you looking to expand your existing client base? Maybe you are looking to market new products or services?

Financial security, trust, and safety, are paramount in the financial services industry. Any customer's primary point of concern when they are seeking advice to invest their money is the reputation and track record of the institution. It is for this very reason that financial services institutions will find that Content Marketing can prove to be a very effective tactic to make a case for their safety, security, and track record.

Content Marketing requires a heavy investment of both time and resources to get right. But, between SalesPanda's Content Showcase with its built-in CMS capabilities and its Content Editor with its ability to create a plethora of relevant content such as Case Studies, Whitepapers, Service Brochures and Information Documents, you have all the tools you need to build an online presence and make a case for your trustworthiness with ease.

SalesPanda also gives you other tools you'll need to convert the visitors you will draw in with your content into leads, through engagement and nurturing using SalesPanda's customer engagement and e-mail features.

Reinforce your Brand Presence Online
Reinforce your Brand Presence Online

Building a strong presence online is vital to increasing your reach and attracting prospects online. Use SalesPanda's Content Editor to create marketing collaterals such as case studies, client testimonials, whitepapers, service information documents, and more. These give you a platform to define your services' value proposition, establish yourself as an industry thought leader, and attract visitors by sharing the content on social media or via e-mail.

Expand your Customer Base
Expand your Customer Base

Use SalesPanda's Content Marketing with its built-in SEO capabilities to pull in web traffic for a chance to grow your customer base. Due to your increased brand presence, curious visitors browsing your content will find themselves drawn to your website, and they can then be pursued as prospective customers. You can use SalesPanda's e-mail and social media marketing capabilities to nurture such prospects along your sales pipeline for conversion.

Up-sell and Cross-sell to Customers
Up-sell and Cross-sell to Customers

Up-sell and Cross-sell your service offerings to visitors using SalesPanda's engagement windows. These windows feature fully customizable design and content, and offer a broad range of targeting options, including targeting by source website or visitor geography. This lets you set up customized incentives for different sections of your target audience! Create and send aesthetic eDMs with SalesPanda to further augment your up-selling and cross-selling.

Have a network of advisors or consultants?

Give them the power to leverage digital marketing through Content Syndication and Email Syndication with SalesPanda for Channel Marketing. Give them ready access to pre-made marketing collaterals such as case studies, client testimonials, whitepapers, service information documents, and more for their digital marketing needs. Also give them access to centrally developed and approved social media posts and e-mail campaigns.


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