Local Brokers / Representatives

For the Local Broker/Dealer: Effective, Simplified Selling Tools.

In local financial services sales, educating customers and prospects about the services and products offered is essential to effective selling. Providing the right information at the time it is needed is critical to running a successful business, and a proven financial services marketing automation solution can offer many benefits to local sales representatives and brokers.

With the Distribion Distributed Marketing Platform, making it fast and easy to get sales materials to prospects comes first. No more time-consuming processes to get an approved ad, an updated logo file, a customized email template or a direct mail piece.

After safely logging in to the user-friendly dashboard, it’s fast and easy for local financial services sales professionals to choose the communications channel, pick a campaign and personalize the message, upload or select a contact list, and deliver it to one or thousands of prospects – with real-time tracking and reporting and without compliance headaches.

Distribion’s integrated tools (Online Marketing Studio, On-Demand Print Studio and Sales Enablement Tools) put all of the financial services marketing automation tools you need to execute highly effective campaigns is at your fingertips.

Benefits: Local Financial Services Sales

Some of the proven benefits for local financial services sales associated with the Distribion Distributed Marketing Platform include:

  • Improved communications via personalized content
  • Autonomy to decide when and who will receive the marketing message, and the freedom to choose the best method of distributing information  
  • Access to a variety of marketing and sales collateral and materials
  • Flexibility and authority to localize and customize marketing collateral without compliance worries
  • Management for corporate / co-op / individual spending accounts
  • Real-time, closed-loop reporting and tracking

The Distribion multi-channel marketing automation solution is the answer to improving the way corporate and local financial services professionals deliver multi-channel sales and marketing messages to prospects and customers.

Enjoy the freedom and flexibility that comes with an automated marketing solution and experience on-demand success with increased sales and profits. Arrange a product demonstration today.

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In the meantime, make sure to visit our video library to learn more about the exciting solutions we provide. For more insider tips please visit the Distributed Marketing Blog.