Marketing Tools

Contacting the right people, at the right time, for the right reason = sales. Marketing tools help you easily enroll EVERY client and prospect in a campaign and track who gets what and when they get it. No more spray and pray! 

Understanding marketing is like trying to understand art: some pieces really appeal to some people while doing nothing at all for others. 

It doesn’t matter if it’s email, cold calls, typed letters, or social media – knowing how to identify and target the right demographic is key. 

Marketing tools are going to offer a whole suite of reporting options that primary tools like CRM, Standard Email and Research tools do not. 

Taking those metrics and comparing them to data in your CRM is going to give you insight on what kind of marketing reaches your prospects and clients. 

Review the list of tools below to find the marketing tool(s) that might suit you best: 

AdvisorStream

Advisor Websites  

CardTapp

Catchlight

Clout

Constant Contact  

CreativeOne

e-Relationship

FA Client Machine

FMeX (Financial Media Exchange)

FMG Suite

HubSpot

LeadCenter.AI

Leadjig

Lead Pilot

Levitate

Life Stage Insights

MailChimp  

MarketingPro  

MyNameFlow

Real Wealth Marketing

Redtail Campaigns

ReminderCall

Sendoutcards 

Snappy Kraken

Twenty Over Ten

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk