In an increasingly competitive market, Practifi Promote gives marketing teams access to the data they need to delight clients, engage prospects and drive data-driven results for your firm
Drive marketing results for your firm
Practifi Promote helps marketing teams build segmented lists, create more meaningful connections and track campaign performance across the full customer lifecycle.
Build segmented lists
Use Practifi data, such as financial products, AUM, location and age to build segmented lists for campaigns.
Create meaningful connections
Leverage data insights to craft targeted campaigns and build personalized emails to create personal and effortless relationships.
Track performance
Manage campaigns and track performance against engagement and leads generated and ROI to help refine your marketing strategy.