AFDigital is redefining the Financial Services experience
We’re tailoring content specific to your subscribers and their interests using personalised dynamic content blocks, automating communication through 1:1 journeys and saving you time through responsive reusable email templates.
Want to find out more?
CHALLENGES OF FINANCIAL SERVICES
Navigating the financial services industry can be challenging, especially in the age of digital transformation. AFDigital understands the difficulties that organisations like yours encounter and is dedicated to helping you overcome them.
Modernising legacy systems and infrastructure for improved agility and innovation- Navigating complex compliance and regulatory requirements with robust frameworks and expert guidance
- Implementing strong security measures to safeguard against cyber threats and maintain customer trust
- Providing personalised and seamless experiences across multiple touchpoints to improve customer engagement and loyalty
MAXIMISE YOUR SALESFORCE INVESTMENT WITH OUR SOLUTION
CUSTOMER ACQUISITON
Leverage Salesforce to optimise customer acquisition and retention, and enable advisors to better serve clients.
SINGLE CUSTOMER VIEW
Consolidate all customer data from various sources into a comprehensive profile to gain insights and make informed decisions.
BROKER ENGAGEMENT
Streamline broker engagement and communication with Salesforce's powerful collaboration tools.
BROKER PORTAL
Empower brokers to manage clients and access critical information in real-time with a customisable and user-friendly portal.
EVENT MARKETING
Create targeted and memorable events that drive engagement and revenue with Salesforce's event management tools.
MARKETING ANALYTICS
Track and analyse the success of your marketing campaigns and make data-driven decisions with Salesforce's robust analytics capabilities.
FINANCIAL SERVICES PRODUCTS
FINANCIAL SERVICES TESTIMONIALS
AFDigital have worked with us like a genuine partner from the start. They have great people who go the extra mile, coupled with excellent Salesforce product knowledge. They have also been flexible with the allocation of their time to match our needs, noting there is a learning curve which isn’t always linear! Lastly there has been good bang for buck with what I feel is very reasonable pricing. I would thoroughly recommend them.
Damian Speer
Chief Digital Officer, Nano Home Loans
We are laser-focused on Customer Lifetime Value
Everything we do is dedicated to increasing recency, frequency, and monetary value so that you can clearly articulate ROI - no matter what your business model or project focus.
FINANCIAL SERVICES SUCCESS STORIES
FINANCIAL SERVICES UPDATE
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