Fast and Flexible Marketing Communications
for Financial Services Firms
The inVision platform was created for accessibility and ease
of use in a hosted mode, or for installation locally to give
insurance companies/brokers, banks and investment/brokerage firms flexibility and complete control over their marketing efforts. These capabilities are especially
useful when creating and distributing customized lead generation pieces, presentations, proposals and brochures where a customized mix of graphics, pictures and text in the same document or webpage allows your organization to tailor your offerings to your prospect or customer and differentiate your company from the competition.
The inVision platform will integrate with existing CRM packages and Content Management Systems to create, manage and effectively distribute and track high-impact electronic and print marketing materials. This product can instantly give a competitive advantage to firms that already have their own systems in place or prefer
to do their work “in house”.
• Dynamically generates marketing
presentations (Flash teasers, websites, PDF
flyers, newsletters, post cards, etc) from any
existing ODBC compliant database source or
third-party application, minimizing double data
entry
• Provides the ability to easily track marketing
communications to determine campaign effectiveness
• Supports multiple brands with an ability to
standardize brand options for a company
• Ability to customize presentation layouts and
information directly on the output
• User-friendly interface makes it easy to create,
edit or manage presentations
• User defined roles and permissions to
selectively allow different features and
functions
• Ability to track which users are doing what through
intuitive reporting dashboard
Modules Include:
- Lead Generation Pieces
- Email Campaigns
- Customized Product Catalogs
- Brochures
- Sales Presentations
- Proposals
- Newsletters
How Does inVision Work?
See For Yourself-
For more information, please contact Michael Ott at 412-749-7840.