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Automated Financial Services Marketing
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Automated Financial Services Marketing
By SYNDUIT
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4.3 out of 5 stars
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Automated Financial Services Marketing Reviews & Product Details

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Automated Financial Services Marketing Overview

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What is Automated Financial Services Marketing?

Automated Financial Services Marketing provides digital marketing for Financial Advisors, Wealth Management Planners, and Investment Consultants. With powerful software and an extensive content library, we provide our users with simple, affordable marketing for finance professionals with just the click of a button.

Automated Financial Services Marketing Details
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Product Description

Automated Financial Services Marketing provides digital marketing for Financial Advisors, Wealth Management Planners, and Investment Consultants. With powerful software and an extensive content library, we provide our users with simple, affordable marketing for finance professionals with just the click of a button.

Seller Details
Seller
SYNDUIT
Year Founded
2011
HQ Location
Englewood, US
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®

Recent Automated Financial Services Marketing Reviews

Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
4.0 out of 5
"Perfect for automating large cap market"
When you move to a capital size market where huge data sets are processed, it becomes hectic to marketing all at once, for me hard tasks taken care...
Read more
SP
Swastika P.Enterprise (> 1000 emp.)
4.5 out of 5
"Review Automated Financial Services Marketing to a friend or colleague?"
Automated Financial Services Marketing is a very good thing.it's build a trust among us and brand awareness.
Read more
Verified User
I
Verified UserMid-Market (51-1000 emp.)
4.0 out of 5
"Review of Automated Financial Services Marketing"
It's most helpful for the classification of different customers and has many triggers for different activities. It suits various automated industri...
Read more
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5 Automated Financial Services Marketing Reviews

4.3 out of 5
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5 Automated Financial Services Marketing Reviews
4.3 out of 5
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4.3 out of 5
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Andreas G.
AG
Project Engineer
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Automated Financial Services Marketing?

It removed a lot of the guesswork. It also allowed me to do more with less employees wich is very important when you are a small company / startup and you dont want to have extra costs Review collected by and hosted on G2.com.

What do you dislike about Automated Financial Services Marketing?

I would like a custom pricing scheme. I do know their staffing numbers but it would be great if one could go on a call with potential customers/clients and discuss and suggest pricing plans Review collected by and hosted on G2.com.

What problems is Automated Financial Services Marketing solving and how is that benefiting you?

Due to the lack of experienced personnel in our company we were abit blind when it came to AFS marketing issues . With this team i managed to reduce the overall risk Review collected by and hosted on G2.com.

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Georges W.
GW
IT and BI Specialist
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Automated Financial Services Marketing?

With marketing automation you can easily create a personalized customer experience by following many effective strategy for automated emails, advertising and others like social media. Review collected by and hosted on G2.com.

What do you dislike about Automated Financial Services Marketing?

The most hard issue in this software is the way you can setup triggered emails based on the process also you need to learn more about online ads in order to get benefits from this feature. Review collected by and hosted on G2.com.

What problems is Automated Financial Services Marketing solving and how is that benefiting you?

It helps to automate marketing processes for better performance in the marketing sector and customer retention.it helps also to automatically communicate with keys persons in order to boost communication between company and customers also to get and analyse results easily. Review collected by and hosted on G2.com.

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Verified User in Construction
IC
Mid-Market(51-1000 emp.)
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Review source: G2 invite
Incentivized Review
What do you like best about Automated Financial Services Marketing?

It's most helpful for the classification of different customers and has many triggers for different activities. It suits various automated industries for monitoring financial activities. Review collected by and hosted on G2.com.

What do you dislike about Automated Financial Services Marketing?

It is not user-friendly in monitoring the analytics, the analytical part can be derived much easier for better handling of various customers. As it has the access to social media, there might be a chance for leaking confidential data. Review collected by and hosted on G2.com.

What problems is Automated Financial Services Marketing solving and how is that benefiting you?

Other applications had the challenge of personalization for different clients. Whereas the personalization of the data for different clients is very easy with Automated financial services marketing and I'm benefited from it. Review collected by and hosted on G2.com.

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SP
Software Engineer
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Automated Financial Services Marketing?

Automated Financial Services Marketing is a very good thing.it's build a trust among us and brand awareness. Review collected by and hosted on G2.com.

What do you dislike about Automated Financial Services Marketing?

Automated Financial Services Marketing it's risky. Review collected by and hosted on G2.com.

Recommendations to others considering Automated Financial Services Marketing:

Try it's a good idea. Review collected by and hosted on G2.com.

What problems is Automated Financial Services Marketing solving and how is that benefiting you?

It's very useful for us it's give us the personalize the messages or content which leads our company.it's help in our company growth. Review collected by and hosted on G2.com.

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Verified User in Design
UD
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Automated Financial Services Marketing?

When you move to a capital size market where huge data sets are processed, it becomes hectic to marketing all at once, for me hard tasks taken care by some AI/software makes a happy day. Review collected by and hosted on G2.com.

What do you dislike about Automated Financial Services Marketing?

Too much happening all the time, sometimes you need a breather. Review collected by and hosted on G2.com.

What problems is Automated Financial Services Marketing solving and how is that benefiting you?

Providing a loss-based marketing to profitable solution. Made a big difference using it. Review collected by and hosted on G2.com.

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Automated Financial Services Marketing Categories on G2
Financial Services CRM
Financial Services CRM

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