In an increasingly competitive market, Practifi Promote gives marketing teams access to the data they need to delight clients, engage prospects and drive data-driven results for your firm.
Get in touch with your CSM or contact us today.
Practifi Promote helps marketing teams build segmented lists, create more meaningful connections and track campaign performance across the full customer lifecycle.
Use Practifi data, such as financial products, AUM, location and age to build segmented lists for campaigns.
Leverage data insights to craft targeted campaigns and build personalized emails to create personal and effortless relationships.
Manage campaigns and track performance against engagement and leads generated to help refine your marketing strategy.
With access to the Marketing app and Campaign object, Practifi Promote provides marketing teams with everything they need to craft and report on data-driven campaigns.
Practifi Promote enables integration with marketing automation platforms like Pardot, Marketing Cloud and Constant Contact to help scale campaign management and drive marketing excellence.
Practifi Promote is available as a subscription add-on. If you’d like to learn more, get in touch with a member of our team today.