Lead and Pipeline Management

Increase response rates, accelerate conversions and view pipeline progress holistically

INCREASE CONVERSIONS

How can wealth managers transform lead nurturing into a well-oiled machine that boosts bid-to-win ratios?

Failure to convert prospects into clients is costly. Even small increases in bid-to-win ratios can reap substantial returns, yet efforts to improve are usually hindered by manual processes that are slow, costly and ineffective.

Without a systematic, digitised approach to handling leads from a variety of channels—including websites, social networking, in-person events and referrals— there is no single place to go, to view digital interactions alongside person-to-person activity. As a result, your ability to drive consistency, quality, accurate forecasting and compliance is compromised.

Marketing automation is only part of the answer. If you can’t extract signals from conversations with relationship managers, and marry them with CRM and marketing automation tags that drive lead nurturing processes, buying cues can be missed and prospects may receive irrelevant communications.

Lead pipeline management

WHO BENEFITS FROM A CLM SOLUTION?

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