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Build Closely Coordinated Relationships
The overwhelming majority of finance and banking updates sent through text get read
– and the professionals in finance know this just as well as us.
Though, what’s lost on them is just how much more they could be doing with messages. The mobile device has a relationship that’s intimate and personal with its users.
So, a planned texting sequence to such a device could weave relationships, just as intimately.
Get in front of customers faster
Over 90% of people that respond to a text do so in under 3 minutes.
Also, half of all leads go to first-responders to any expression or indication of interest.
So for an overwhelmingly large pool of applicants for financial services,
Automation that pivots into 1-on-1 Conversational SMS is the fastest way to get in front of customers.
For 360 SMS users, that’s a cakewalk.
Relationship Management & Confidence Building With 360 SMS Salesforce text Marketing for Financial Services
Project Active Interest, Build Relationships
Send over reliable and relevant financial advice, periodic insights, and greetings for important life events using texts solely or text marketing for Salesforce Financial Cloud.
Let Clients Choose Times That Work For Them, Over Text.
Reduce no-show to appointments and reallocate time slots to cast a wider net.
Automate Inquiry Response, Reduce Anxiety
Respond to and resolve inquiries seamlessly to Deliver On Accountability.
Reduce client anxiety by responding to service inquiries immediately.
With 360SMS you’ll easily configure elaborate flows of text-automation, leaving no loose ends.
Lead Into Personalized Conversation Sequences
That Adapt To Client Responses
Progressively profile your prospects for easier closing.
Send them encouraging prompts to respond with shorter keywords that steer automated response.
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