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Home > Industries > Banking

Banking

A SmartStore gives the banking and lending marketer more control over content and timelines, and helps ensure that branch manager, mortgage officers, and financial advisors have access to the most up-to-date, corporate approved sales and marketing collateral. The real-time reporting feature enables you to monitor the activities of your branch managers, manage your marketing budgets at the branch level, and tracks the efforts of your lending officers - in real-time! The SmartStore automatically saves an electronic version of every item every created and ordered, empowering you to audit offers, direct mail, and brochures for up to seven years.


Communications:

  • Direct Mail Postcards
  • Refinance Offers
  • Loan Offers
  • Account Acquisition Mailers
  • Rate Sheets
  • Statements
  • Stationery

Users:

  • Branch Office Managers
  • Marketing Managers
  • Loan Officers
  • Brokers
  • Financial Advisors
  • Loan Applications
  • Account Brochures