Marketing automation for Financial Advisors & Investment Firms
Australian super & investment firms of all sizes have selected Swift Digital as their engagement platform.
Swift Digital is your all-in-one marketing automation platform.
Create user journeys and assign actions to occur based on milestones, dates, and behaviours.
Connect
Connect more frequently with the people who matter most to your
business
Engage
Engage more quickly & easily with new members & investors
Personalise
Use stunning custom-designed & branded templates for more impact
in promotions
Reports
Track progress of campaigns & generate insightful reports
Track
Track your customer journeys more completely
Feedback
Run surveys to gather feedback & improve member services
”Marketers say the biggest benefits of automation are saving time (74%), increased customer engagement (68%), more timely communications (58%), and increased opportunities, including up-selling (58%).
Adestra’s Marketer vs. Machine report
Why Swift Digital?
Superannuation & Investment firms haven’t always been the first to embrace the available technology.
Concerns over data security and privacy have also prevented many from making the most of the marketing opportunities at their fingertips.
Swift Digital helps solve that.
From our inception in 2001, we designed our marketing automation platform to process data here in Australia (no concerns over international data laws) and to be fully-compliant with Australian privacy laws and anti-spam regulations.
This means we’ve been able to help many large Australian organisations for whom security is paramount: government departments, banks, financial institutions, super and investment companies, and educational establishments, as well as legal and accounting firms.
By understanding the challenges you face, we focus on helping you automate event management, email marketing, online surveys, mobile marketing, and other key marketing channels… using the latest technology.
Your data is safe with us!
All our data servers are located in Australia and we are fully compliant with Australian anti-spam and privacy laws.
”Thank you for all of your support with our EOFY campaign. Especially staying back late on Friday night to publish our urgent communication. You guys are worth your weight in gold!
Mine Super
Some impressive statistics
86
Events created
358
Emails sent
Who's it for?
Superannuation companies and investment firms know that their futures lie in the most efficient and creative use of the available technologies. The problem is that this moves quickly and it’s hard to keep up to date. Member and investor expectations can change the game suddenly – and marketing strategies need to be adjusted to remain connected and engaged with your audience.
If your superannuation company or investment firm is looking for a marketing automation platform that helps you consistently communicate in line with present and future member expectations, look no further.
Whether you’re looking for new ways to connect with potential new investors, promote an event, gather insight to improve services, or keep members up-to-date with the industry and their investments, you can create a single view of your customers with our technology.
Scale up your marketing for greater impact
Our marketing software makes life easier by automating and managing your various campaigns centrally.
But it also has the power for Super and Investment firms to make more impact though marketing:
Manage client ‘journeys’ more effectively from beginning to end
Connect & build closer relationships with those that matter most
Engage more regularly & meaningfully with all stakeholders
Personalise communications for greater impact
Simplify email campaigns with our drag & drop editor
Easily build customised promotions, event invites, newsletters, etc.
Message recipients based upon set ‘triggers’ (date/behaviour)
Create more effective event registration processes
Use mobile marketing for reminders & notifications
Eliminate silly administrative errors
Run A/B testing to adjust campaigns for better results
Improve service offerings by gathering feedback
Automation
More ROI, less effort
Almost every superannuation and investment business has a marketing strategy involving (in some measure): emails, events, newsletters, landing pages, surveys, social media, and mobile marketing. But not every business is managing it well.
When these multiple marketing tools work together as part of a coherent strategy, managed from a central platform, you start to see better returns and results.
It can get time-consuming, confusing, and disorientating – but we make it simple.
Automate promotional email campaigns
- Email 1: sent to educate audience on new tax policy
- Email 2: offer whitepaper download for further info after email 1 is opened
- Email 3: two weeks after email 1 was sent (if unopened)
- Email 4: “thank you for downloading” email to those who downloaded
- SMS sent to email non-opens notifying them of tax change
- SMS sent one day before new tax policy will take effect
Automate event promotion and management
- Customised event invitation emails
- Email and SMS reminders and “thank you for attending” emails
- Create, organise and modify events on the fly
- Manage registrations – search and modify registrations as required
- Build complex registration forms
- Create custom event calendars
- Build event websites & event microsites
Build User Journeys
Build user journeys with unlimited paths, actions, and milestones
- Build unlimited paths with various triggers to send email and SMS campaigns.
- Set triggers to occur at any variable, from immediately to hundreds of days later.
- Assign data conditions to triggers that must be met for campaigns to be sent.
- Run, pause, edit, and clone campaign journeys at any time.
Centralised & automated marketing for super & investment firms
The Swift Digital automated marketing platform integrates with your existing CRM software and creates a centralised super & investment marketing hub for:
What's next?
1. Click ‘Get Started’2. Fill out the form to submit a request3. We’ll be in touch to help
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