With over 100 years of combined knowledge, WealthHub brings together the industry’s best and brightest to deliver an exceptional, cohesive system that can’t be found elsewhere. Our team consists of internationally renowned experts offering insight garnered from the world of technology, trust... Read More
The Doxim Customer Engagement Platform is designed to help financial institutions transform their client experience, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access. Read More
UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides CRM, Client Reporting, Power BI DashBoards and Custom Software solutions as well as IT Support & Services, Business Continuity, Disaster Recovery, Cyber Security & Cloud Migration services to the... Read More
There’s a lot going on behind the scenes, but remember, lead management is about: •Capture– Collecting leads (through forms, lead lists, and social media), then storing the information in your database. •Qualifying – figuring out whether they’re ready to engage with you or not. And if they’re... Read more »
Ongoing behavior (in our world, this includes both online and offline activities) determines what, when and how you communicate and engage with your audience. Behaviors and activities help deliver the right content at the right time. Even the absence of behavior or engagement can be considered a... Read more »
Lead nurturing is a combination of marketing automation, lead scoring and some of the “secret sauce” we’ve built into incommand. Communicating consistent and meaningful touches with viable prospects who are not at the buying stage yet. Since only 25% of leads are ready to be sent to sales (we... Read more »