Our CXM 2.0 is a 5 step end-to-end personalized consumer engagement methodology covering

• Marketing develop personalized customer journeys that integrate social and email campaigns
• Branding to build corporate brand awareness
• Prospecting generate referrals from website and social media that are auto-assigned to advisors
• Selling direct online consumer purchase or advisor sales via mobile point of sales apps
• Servicing customer self-service portal, robo advisor and personalized customer service engagement

Our digital marketing services include

• Define target segments via automated Persona rules assessment
• Develop personalized Customer Journeys for each target segment
• Design and run social & email campaigns with ROI analytics
• UIUX design and implementation of SEO optimized, mobile responsive websites and portals
• Template based content creation

• 121Advisor is a regulatory approved financial services outsource provider
• Provision of SaaS (Software as a Service) application hosting
• Provision of 3-tier regulatory compliant infrastructure hosting with disaster recovery site

• Reduce customer service costs by up to 40% by implementing 24×7 intelligent multi-lingual bots
• Scripting and implementation of multi-lingual chatbots for FAQs, lead generation, customer service delivering personalized customer experiences
• Development of multi-lingual Robo Advisors for lifestyle financial planning and product advice
• Advisor support via authenticated enquiries on status of customer applications and claims

We assist agency training departments in

• Conversion of existing training material into mobile e-learning content that can be downloaded and run offline on agent’s mobile devices
• We enhance training courses via e-learning interactions, dialogue simulations and interactive assessments
• Create e-learning modules with option to host on Learning Management System that tracks assessment scores and interfaces to agency administration system
• 24/7 Hosting & Managed Services