Many wealth management firms struggle to build effective marketing campaigns that engage their Clients and Prospects. Siloed data prevents marketing teams from retrieving data-driven insights to create compelling campaigns. As a result, wealth management firms struggle to delight current clients and engage a new generation of digital consumers. Practifi Promote provides access to essential data for your Marketing teams to build compelling campaigns and business for your firm. This article outlines the value of Practifi Promote and the functionality available through this add-on product.
Practifi Promote gives marketers within wealth management firms access to the data they need to build segmented lists, create more meaningful connections and track impact on revenue across the entire customer lifecycle. Practifi Promote includes access to Practifi's Marketing app, giving marketing teams a place to craft and report on data-driven campaigns for your firm.
Accessing Practifi Promote
Practifi Promote is a separate subscription and grants users access to the Marketing app and Salesforce's Campaign Object. To get access to a Practifi Promote subscription, please reach out to your firm's CSM.
Once Practifi Promote is enabled within your organization, users will need the Practifi - Add-Ons - Promote User permission set assigned to their user profile to access the Practifi Promote functionality. For additional information on assigning permission sets to user profiles, please consult our Managing User Permissions article.
The Marketing app
Practifi Promote includes access to Practifi's Marketing app, giving marketing teams a space to track data around campaigns and revenue generated. When users are assigned the Practifi - Add-Ons = Promote User permission set assignment, they will have access to the Marketing app.
The Home Page on the Marketing app includes a breakdown of revenue per month and pipeline progress. The page also contains metrics on recent client engagement and clients won/lost. Users within the Marketing app will have access to your firm's complete Practifi contact database, client segments, AUM, health savings accounts, financial products, retirement funds, location and more. The app is compatible with marketing automation tools your firm may be using, such as Pardot, Marketing Cloud or Constant Contact.
For additional information about the Marketing app, please consult our Understanding and Using the Marketing App article.
With access to the Campaign Salesforce object, Campaigns are available to your Practifi Promote users within your organization. Once assigned the Practifi - Add-On - Promote User permission set, the user will have access to the Campaign object, the Marketing app and the ability to create new campaigns within your Practifi organization. Users can leverage data from your firm's campaigns to create successful and meaningful connections with clients.
For additional information on using campaigns within the Marketing app, please consult our Using Campaigns article.