Nearly 60-70% of Financial Sales Still Happens Via Channel Partners.
75% of advisors want to improve their firm’s marketing and business development plans.
60% urban MF investors have had digital influence in their purchase of MFs, and 30% of them have purchased digitally.
Research Online Buy Offline (ROBO) via partners (advisors, distributors & sellers) is the new emerging trend among financial services customers. Openness toward digital transformation has lead to improved customer experience, employee experience, and business economics.

Challenges Faced By Insurance Companies

Regulatory compliance

The content shared by partners must follow strict regulatory compliance, brand guidelines and core values


There is no visibility to track the content, campaigns, platforms and regions targeted by partners to measure the effectiveness of marketing activities for consistent customer experience

Digital reach and distribution

A platform that can help effectively leverage the reach of partners and expand the partners’ network by improving their productivity digitally


How SalesPanda Can Help

Our platform helps financial institutions leverage the reach of their partners (advisors, distributors & sellers) and make their digital presence count without compromising on brand compliance and control.

Content syndication

Financial institutions can create & syndicate compliance approved collaterals, email campaigns, social posts in the content library. The content is provided to partners via web syndication.

Partner Enablement

Agents get access to pre-built campaigns, marketing tools and resources, information about products and services, training material etc. to pitch and value sell the Partners can access the pre-built campaigns, marketing tools and resources, information about products and services, training material etc. to pitch and value sell the right products to the end customers.

Lead funnel

Leads are captured for each partner separately It can be seen and tracked on a single admin dashboard by financial institutions.

Deep analytics

Financial institutions can analyse and see the content or campaigns that performed well. It can help in measuring the effectiveness of the campaigns.

Key Features

Personalized Business Microsite 

Each distributor gets a personalized microsite with latest content from the principal. The distributors will get:

  • A personalized URL for their microsite
  • Profile with office location displayed on Google Maps
  • Co-branded content from the parent companies
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Regularly updated Co-branded content 

The principal can create and syndicate co-branded content like creatives, brochures, email templates, articles, blogs, etc. with the distributors in just one click from the central admin panel. The principal can also define editing rights for the content syndicated. This helps distributors to:

  • Get access to high-quality co-branded content
  • Improve branding communication
  • Share 100% brand compliant content
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Lead Generation through
Microsite Chatbot 

The microsite has a chatbot and lead forms integrated for lead generation. These help distributors convert website visitors to leads. Instant notification is sent to the distributor to inform about the new lead captured.

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WhatsApp and Social Media Marketing

The distributors can share their content digitally on multiple social media platforms including Facebook, Twitter, LinkedIn, etc. as well as on WhatsApp. The distributors can get benefits like:

  • Performance insights of various campaigns executed
  • Co-branding on all WhatsApp creatives and social media content
  • Simultaneous posting on multiple social media platforms
  • Auto-posting on social media platforms with consent
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Email Campaigns

SalesPanda has an in-built email campaign management module. The distributors get access to text-based as well as HTML email templates, pre-created landing pages, and an analytics engine to determine the performance of the email campaigns. The email management module also contains features like:

  • Send instant emails or schedule a delivery time
  • Send text emails or eDMs co-branded with agent details
  • Dynamic lead capture using landing pages on individual microsites
  • Detailed Analytics to gauge the email campaign performance
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Mobile App and Web Access

Each distributor can access SalesPanda on mobile as well as the web anytime anywhere. SalesPanda mobile app is available on both iOS and Android. It is easy to use with features like:

  • Content Library
  • Email Marketing
  • Social Media and WhatsApp marketing
  • Analytics 
  • Notifications and alerts
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CRM and Pipeline Management

SalesPanda captures the leads from website and landing pages for campaigns across email, social and WhatsApp to create a sales funnel. All the lead details are available in a single-window view to the distributor. The features include:

  • Full contact details including the lead source
  • Lead funnel management
  • Importing Gmail Contacts as well as uploading contacts in a CSV format
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Prospect Lead Scoring

SalesPanda’s activity tracking feature helps the distributors understand the activities done by the visitors on their microsite as well as response from social media and email campaigns. This helps them know more about their customer’s propensity to buy and pitch the right products to them. The features include:

  • Tracking lead activity on the website
  • Tracking lead activity on email – open, clicks
  • Assigning engagement score to prospects for pitching to right prospects.
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SalesPanda provides an analytics engine to help distributors gauge the performance of the marketing tactics employed by them. It also provides real-time notifications on the leads captured through various sources. SalesPanda provides a 360-degree view of the online interactions that the distributors have with their target audience by giving deep insights into:

  • Campaign analytics
  • Social Media analytics
  • Lead analytics
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Why Opt Channel Marketing Automation

With channel marketing automation platform agents as well as insurance companies can build a strong distribution network to market their products and services.

It can help in building strong communication with the regional audience of the agents by providing them with personalised content, offers and information as per their customer's needs, preferences and behaviour.

It can help in better lead generation and sales closure. The channel marketing automation process efficiently allocate content, tracks the process and results across the agent network. It gives businesses a competitive edge planning forward.

It helps in building engagement with a more focused and informed approach. Hence, the internal process becomes efficient and drives more engagement with potential enrolments.

It provides a well-configured platform that’s highly automated, aligned with all the marketing features and resources that can save money and accelerate growth.

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