Adapting to the needs of the financial sector
Customers in the financial sector are looking for solutions best suited to their needs. We can help you sell financial products by creating a profile of customer interests and presenting relevant products.
YouLead effectively encourages website users to provide contact details. More good-quality contacts means higher sales of your financial products.
YouLead creates a behavioral profile of the client, which contains information about his interests and behavior on the website.
YouLead tracks the user’s behavior on the website and selects the most valuable contacts. Thanks to this, the sales department knows who to contact in the first place.
Thanks to the integration with the CRM system, YouLead can remind customers to pay another installment for services, e.g. insurance or credit, or propose new products from your offer tailored to the user’s needs.
YouLead supports the management of the sales funnel through the built-in CRM and assigning customers to the appropriate stage in the sales funnels. No lead remains unattended.
YouLead effectively integrates with the client’s external systems, such as CRM, ERP or other systems. Thanks to the built-in API or the use of GTM, the integration possibilities are almost unlimited.
Learn
Gain a deeper understanding of your audience at macro and micro levels by building a rich database and custom-configurable dashboards with precise website visitor intelligence
Strategize
Harness data insights to unleash advanced profiling, actionable segmentation, and unified workflows orchestrating sales and marketing activities
Engage
Seamlessly deploy integrated omnichannel communications with orchestrated sales processes within the same workflow to increase results while decreasing manual tasks
“The implementation was effective because we obtained an increase in the number of leads, which made it necessary to temporarily disable the YouLead system so that the Call Center could keep up with the service. I can confidently recommend the effectiveness of the YouLead system. “
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