You can also create people transactions

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By recording all past call recordings to the correct location of and we are able to identify and clarify these calls for our partners and borrowers. Lemlist clients, regardless of industry, expect to be treated as individuals in all business relationships. This is just one of the reasons why one of the biggest digital trends in financial services is personalization. is an email automation platform that allows you to automatically generate personalized images and videos in your cold emails. In other words you can send hundreds of personalized cold emails at scale with just one click to make your customers feel like the messages they receive from your company are just for them.

Through the integration you can set up workflows using triggers and actions to automatically engage your customers and prospects and activities in based on this engagement including email opens clicks and replies. Many financial services companies could benefit Email Marketing List from using one but let’s take a stockbroking firm or an insurance company as an example. Imagine that instead of sending everyone a message or making the same cold call, you start your opening with an email that includes a personalized image. This is an image where you place the prospect's name or picture next to a chart of a stock that's about to go up.




Or you offer a specific insurance package that includes contextual imagery linking life situations to different insurance products. This level of personalization can really grab the attention of potential customers and encourage engagement. Krenti Sales Engagement Platform helps your sales team automatically manage emails and follow up with leads. Sales engagement software takes over the mundane and repetitive parts of the job, freeing up your time so you can focus on closing more deals. Imagine having an assistant that can send personalized emails that track engagement metrics and automatically follow up with prospects until they’re enthusiastic and ready to talk to you. It's all about keeping yours in the loop so that when you have the actual conversation you can benefit from full context and history. Once integrated you can import and export contacts between the two tools. A streamlined email marketing strategy is crucial in the financial services industry Automating some of this will help reduce your team’s workload.