Workflow automation improves team collaboration.

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In the age of social media, it can be tempting to turn your back on email marketing in favor of platforms like Twitter, Facebook, LinkedIn or YouTube. But email marketing is here to stay for a while. The global email market , which was worth just $7.5 billion in 2020, is forecast to grow to $17.9 billion in the next few years (by 2027).

Many financial professionals and independent advisors already use an email program to set up marketing campaigns for prospects and existing clients. However, some of the best CRM platforms today already include email marketing tools. All you have to do is "feed" them with your client's contact and demographic data, and you can create and send compelling emails to japan cell phone number leads, prospects, and customers.

Of course, a library of easily customizable email templates and landing pages is also part of the best CRM tools. This means you can create, edit and save all your campaigns directly in your CRM.



You can reach customers more effectively thanks to marketing automation.
Email marketing is often confused with marketing automation. While there are some similarities, it's important to understand the differences and what that means for you as a finance professional.

In short, marketing automation goes far beyond email marketing and gives you deeper insights into your customers' needs, preferences, and behavior. While email marketing will always be an important aspect of business communications, marketing automation helps you capture and store every interaction a person has with your company. These digital "crumbs" can then be turned into productive marketing insights and used for future campaigns - be it via email, on your website, in an app, or on a social media platform - or customer support initiatives.

Marketing automation is ideal for financial advisors like you because it allows you to reach out to prospects and existing clients across multiple channels, including email, social media, and mobile apps, and easily initiate a dialogue. And just as importantly, the tools take away many of the repetitive and time-consuming tasks associated with social media posts and email marketing campaigns, giving you more time for more important things. In fact, marketing automation tools can improve productivity by around 20 percent .