Proscape For Financial Analysts:
Proscape FinServices Closed Loop Marketing supports and enhances the dialog between a financial analyst and customer by proposing appropriate financial solutions, identifying additional selling opportunities, and by providing intelligent explanations for proposed financial recommendations and solutions. In the financial services domain, financial analysts can differentiate themselves in their expertise and level of knowledge of particular financial products that will help maximize their prospects or customers investments. By combining the Proscape FinServices Suite with customer segment-specific messaging, the financial advisor is able to accurately communicate the right financial plan and message to the right customer at the right time based on continuous tracking of financial product performance, customer needs, and their customers’ financial objectives.

Consider that the “general market” that financial services companies have traditionally targeted increasingly does not reflect their true customer base. Growth in ethnic populations, non-traditional families and the mass affluent segment, as well as the changing financial needs of baby boomers and women, are some of the drivers in the rapid evolution of today’s investors. Understanding and targeting each customer’s specific financial needs and preferences with the right financial product mix, through the most effective channels and with the most effective marketing and sales strategies are crucial elements of every Proscape FinServices Close Loop Marketing System implementation.

Proscape For the Banking Industry:
Proscape FinServices also delivers Closed Loop Marketing in the Banking Sector. In an environment where financial services sales agents sell a wide variety of banking and related services, Proscape ensures consistency and accuracy of the right message to the right customer. The representatives, private bankers or relationship managers utilize Proscape to explain their services and to ascertain customers’ banking and other financial needs; they have the ability to easily leverage Proscape to discuss the services they offer including loans, deposit accounts, lines of credit, sales or inventory financing, certificates of deposit, cash management, mutual funds, or investment services.

Proscape delivers the right message, to the right customer at the right time in order to optimize each selling opportunity resulting in improved customer acquisition, satisfaction, and retention.