Marketing Cloud
Sales Cloud
Business Cloud
Analysis Cloud
Smart Cloud
DHR
Marketing Cloud
It provides full-chain and full-scene tool-based services for online marketing. It is a one-stop intelligent marketing tool and management platform.
Sales Cloud
Shorten deal times, accelerate sales growth, manage customer relationships throughout the entire cycle.
Business Cloud
Offer integrated management, including orders, inventory, and memberships, to expedite user transactions.
Analysis Cloud
Powerful data analysis provides effective business solutions, guiding wise decisions with data.
Smart Cloud
AI efficiently assists in service responses, enhancing customer satisfaction.
DHR
Comprehensive talent management system helps identify and attract top talents.
Finance
Marketingforce specializes in digital marketing, offering a comprehensive range of marketing products based on deep customer data analysis for institutions like banks, brokerages, and insurance companies.
Comprehensive Solutions for All Scenarios
As personal investment channels become more diverse and digital, financial institutions are transforming digitally to cut costs, expand financial inclusivity, and comply with regulations. Marketingforce offers a full digital marketing platform and practical applications for the industry.
CDP
Through a customer tagging system, CDP accurately maps user profiles, identifies high-value customer segments, and establishes an indicator system suitable for internet operations in the financial industry.
By integrating user profiles with operational strategies across various stages of the user lifecycle, CDP conducts targeted product operations and event planning, achieving refined "one-to-one" marketing.
GMA
GMA leverages online marketing tools to continuously incubate "influence" among C-end users, encompassing brand image establishment, ongoing customer education, precise targeting of various marketing activities, and continuous tracking of customer behavior/preferences.
Relying on data analysis tools, GMA ensures the precision and efficiency of business operations.
SCRM
By combining specific business scenarios, SCRM identifies core user groups and focuses on developing inclusive finance groups, high-net-worth individuals, young demographics, and subprime credit groups, enabling refined, low-cost, and high-efficiency operations of financial industry flows.
Payday Marketing
Conduct tiered marketing for payroll clients, leveraging marketing automation platforms to alleviate pressure on account managers.
Community Engagement
Operate community-based marketing with clear business objectives, such as educational and promotional community marketing.
Lead Conversion and Follow-up
Electronically manage and distribute leads generated from community engagement, enhancing conversion rates with account manager tools.
Churn Prevention and Recovery
Anticipate and retain customers at risk of churning, offering tailored products and understanding their motivations for personalized services.
Personalized Display
Utilize customer interaction channels like apps, mini-programs, and H5 pages to display tailored marketing content based on customer identity and product holdings.
Tiered Customer Management
Stratify customers based on regions, genders, products, and customer value for precision and personalized marketing efforts.
Agent Promotion
Enhancing insurance agents' marketing capabilities to foster personal connections and increase customer acquisition potential.
Customer Retention Operations
Utilizing automated marketing systems for personalized marketing, improving renewal rates, and enhancing customer retention.
Intelligent Product Marketing
Intelligently pushing potential insurance options based on customer information, historical policies, and behavioral interaction records.
Content-Driven Marketing
Delivering highly relevant marketing content based on a deep analysis of user profiles to enhance customer experience.
Cross-Product Marketing
Leveraging comprehensive customer data integration to accurately understand customers' insurance history and promote cross-selling of product combinations.
Online Business Marketing
Tracking advertising placement information and establishing an online insurance marketing system through a CDP platform to improve ROI.
Omni-channel Acquisition
Establishing a comprehensive marketing system to reduce customer acquisition costs and increase account openings.
Long-tail Customer Activation
Leveraging automated marketing to revitalize inactive customers and boost business revenue.
Live Streaming Marketing
Cultivating in-house KOLs and engaging users through interactive live broadcasts to enhance brand attention and user activity.
Customer Care
Delivering personalized care services based on customer profiling and potential needs analysis.
Dissection of Typical Financial Scenarios
An example of a pilot project
Capital retention rate
The retention rate of issuing client funds increased by 38%
AUM
Average AUM increased by 21%
Silent customer activation
Activate over 13,000 silent customers
Let's have a deeper cooperation!
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