Marketing Software Solutions (London) has released FLEX, its online content management tool incorporating form generation and e-signature, for the U.S. financial services industry.
According to the vendor, FLEX allows for personalized delivery of sales and marketing material and products, based on client-driven process rules and individual customer profiles and combines the ability with e-signature and online execution. The product can monitor customer/channel behavior in real time and distribute campaign messages that are tailored and adjusted automatically in response to consumer interest, according to Marketing Software Solutions.
FLEX Software allows a company to compile and process multiple sources of online content and select specific content that is relevant to an individual based on their specific attributes and behaviors in real-time, via a personalized Web portal, the vendor claims. FLEX combines an enrollment system, including an e-signature process, with a communications tool that can be used for upsell and cross-sell opportunities during the course of the customer relationship, in real-time, according to Marketing Software Solutions.
"Today's technology allows for the compilation of huge amounts of data; the problem is that companies often don't have the resources to mine this data in a way that is cost-effective and productive," comments Jim Ouimet, the Philadelphia-based vice president, U.S. market, Marketing Software Solutions. "FLEX software allows companies to automatically deliver personalized sales and marketing material that is based upon individual client profiles and pre-determined processes. And, most importantly, it can be done in real-time to maximize sales effectiveness."
"The system can be particularly useful in a membership or affinity-based environment," Ouimet adds. "For instance, insurance products can be offered directly from the company's branded site, a bank, or an affinity group, with a comprehensive back-end process that is transparent to the user."
Anthony O'Donnell has covered technology in the insurance industry since 2000, when he joined the editorial staff of Insurance & Technology. As an editor and reporter for I&T and the InformationWeek Financial Services of TechWeb he has written on all areas of information ... View Full Bio