Automating the customer relationship for fun and profit

Someone somewhere clicks an ad for your brokerage and goes to your site. They read a few bullets of key selling points and decide to sign up for a demo of the trading platform. The trader executes a few trades and decides to look at it again later. Crickets.

So your sales people call them a few days later to discuss opening an account but “this is not a good time” and the trader hardly remembers signing up in the first place. Opportunity lost.

So what went wrong? Is this just a bad lead or could the broker have done better? With automation comes the potential for Just in Time Communication. Imagine the same scenario but with the benefits of automation.

Read more at FinanceFeeds.

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