Marketing and Sales
- Overview
- Product Design and Setup
- Marketing Campaigns
- Lead, prospect, and sales management
- Application Submission
Overview
Switching institutions has never been easier for banking customers. Key goals of Sales and Marketing divisions within banks - ensuring a quality customer experience, offering the right product at the right time, and communicating with customers via the channel that works best for them – have never been more important to achieve. On top of this, industry regulations related to truth in lending, privacy of information, and marketing communications are increasingly strict.
Progressive institutions are leveraging Enterprise Content Management (ECM) capabilities to support the entire range of Sales and Marketing processes:
