PractiFI Demo: Campaign Monitor Integration

Marketing to your clients and communicating with them on a regular basis is vital, no matter what type of business you operate. In the financial services space, it doesn’t matter whether you’re in superannuation, financial advice or insurance – good marketing and communication can help you win more business and ensure customer satisfaction.

Creating, sending and monitoring any outreach activity can be difficult, particularly when you are dealing with large numbers of clients. PractiFI’s Pinot Noir release introduced Campaign Monitor integration, which allows you to create campaigns and maintain visibility over them at a client interaction level.

Take a look at how this integration could transform your marketing and communication activity.