The new addition will make it easier for intermediaries to target, segment and analyse their client bank. The Campaign Manager facility allows users of 360 Lifecycle to easily extract specific data and then communicate via an email, SMS or a letter to their targeted clients with a complete audit trail.
Carlos Thibaut, MD, says:
“Campaign Manager has been built following feedback from existing users and an identification of market needs, in particular relating to RDR. Campaign Manager provides intermediaries a simple and efficient process to generate sales and marketing campaigns to targeted clients - working within their own compliance structures.
“Communicating with clients has never been so important. In a world where everyone is busy, our new feature is warmly welcomed by our users, because it makes their lives easier. With millions of criteria combinations, intermediaries can reach any segment of their client bank with targeted, automated campaigns at the touch of a button.
"Campaign Manager can be used in many ways, for example to easily identify and communicate with clients whose mortgage term is going to expire within a specific timescale. It can also identify those clients who have a product with a certain provider, those who have (or don’t have) an ISA, or simply clients with a birthday coming up soon."
