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Timely and precise targeting, tracking, and reporting are the key success factors of customer acquisition campaigns in financial services. Researching customer behavior and trends to ensure valuable offers are made to prospects, qualifying and sorting of leads, distribution to sales personnel, and reporting on acquisition rates (cost per new customer and various key metrics) and other steps in the campaign process all involve business content.
The faster decision makers and marketing analysts can get at and interpret this information, the more likely future campaigns will deliver optimal results at lower costs.
Open Text solutions for customer acquisition deliver this functionality with the following components:
Software: Business Process Management, Document Management, , Knowledge Management, Report & Output Management
Supplemented by Business Content (e.g., predefined workflows) to give you a head-start in configuring workstreams and processes, Consulting Services, Training and Support tailored to meet your requirements.
Meet your Business Goals
Develop new markets
Extend market share
Key Performance Indicators
Number of leads generated
Percentage of sales of new products
Campaign/event cost-to-revenue ratio
Customer satisfaction index
