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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Many financial institutions prioritize enhancing the experience for both existing and prospective clients; however, they often lack the necessary tools and strategies to effectively implement large-scale customization. This is precisely why investing in a marketing automation solution is crucial, particularly one tailored to the specific requirements of the banking sector, which can lead to exceptional outcomes. Our platform empowers banks to elevate their sales effectiveness and fine-tune their messaging through precisely targeted micro-segmented campaigns. By transitioning from juggling various campaigns to a system that streamlines repetitive tasks through automation, teams can dedicate more time to crafting compelling offers and engaging in meaningful dialogues with their customers. This comprehensive management process covers everything, from generating leads to converting them into loyal clients, while also employing automated campaign and message prioritization powered by machine learning algorithms. Furthermore, our system allows for dynamic content personalization that leverages customer data and tailored offers, ensuring that communication is both relevant and impactful, ultimately fostering stronger customer relationships.

Description

Rather than focusing on broad, outbound offers, engage in tailored, one-on-one marketing during your interactions with existing customers. Pega’s next-best-action methodology assesses various factors such as sales, service, risk, retention, and operational priorities in real-time to refine your communications. This empowers marketers to distinguish customers who exhibit potential for growth more effectively. By implementing Pega’s next-best-action strategies, you ensure that each customer receives the most appropriate action designed to increase your bank’s share of wallet. However, successful next-best-action strategies hinge on more than just internal customer data and transaction histories. The integration of real-time data from prevalent platforms like Hadoop, Cassandra, and Equifax allows you to enhance your strategies and gain a more comprehensive understanding of each customer. Consequently, this enriched data stream significantly improves your ability to make informed decisions in customer engagement.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AWS Marketplace No 
Aprimo No 

Integrations

AWS Marketplace Yes 
Aprimo Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Infocorp Group

Founded

1994

Country

Uruguay

Website

infocorpgroup.com/en/ic-marketing-automation-en/

Vendor Details

Company Name

Pegasystems

Founded

1983

Country

United States

Website

www.pega.com

Product Features

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking No 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management No 
Securities Management No 
Transaction Monitoring No 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform Yes 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing Yes 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Product Features

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms No 
Lead Scoring No 
Sales Intelligence Yes 
Search Marketing No 
Segmentation No 
Social Marketing No 
Website Visitor Tracking No 

Social Media Advertising

Ad Buying No 
Ad Creation No 
Bulk Advertising No 
Campaign Management No 
Collaboration Tools No 
Comment / Reply Moderation No 
Digital Asset Management No 
Reporting / Analytics No 
Retargeting No 
Roles / Permissions No 

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