Sales & Marketing

In financial services, it’s important that the firm and the client are the right fit for each other. These organizations need technology that will help them find, attract, nurture, and convert these clients, and keep them loyal by delivering service and value. Aptean’s sales and marketing solutions give help you focus on attracting and retaining clients that will help you will gain a competitive edge.

Sales & Marketing

Today’s financial services firm is pressured by more competition to provide more services and better results. Clients are sophisticated and expect more. Financial services companies need to be ready to offer what they are looking for and be prepared to deliver on it.

Aptean’s Sales and Marketing solutions for Financial Services is an integrated platform that supports the unique requirements of financial services. By managing client information in this manner, you have unified view that gives you the knowledge you need to compete for their business.

Aptean offers Pivotal CRM, Aptean Analytics, and Event Management Framework, solutions for professional services companies that want to gain market share.

How Aptean helps you in Customer Relationship Management

Imagine the difference between a CRM platform that allows you to impress your business upon it, instead of the other way around. Consider knowledgeable staff with the tools and information they need to keep your pipeline full of the ideal prospects—and the power to convert them into customers. Aptean CRM solutions give you that power.

Pivotal CRM Sales Force Automation

Who’s it for

Pivotal Sales is a complete Sales Force Automation (SFA) solution that gives salespeople the tools they need to focus their efforts and maximize their time, while empowering sales managers to effectively oversee and forecast sales. Pivotal CRM automates every stage of the sales cycle, ensuring you capture every opportunity.

How’s it different

Every aspect of Pivotal CRM Sales is designed to help you hit your number. From time-saving automated features to enhanced collaboration, you’ll have support at each stage of your sales cycle. Pivotal CRM’s flexible technology gives you the power to cost-effectively mold Pivotal Sales to match your desired sales process, without compromise. Pivotal Sales lets you embed a consistent, competitive sales methodology right into your CRM system.

Why you need it

Your sales process is the cornerstone of your competitive success. Pivotal CRM Sales helps you refine, automate, and streamline your sales process to accelerate the sales cycle, reduce administrative burden, and secure better sales results. Pivotal CRM Sales helps you collaborate better to win new business, use social media to leverage social networks and build relationships, empower your sales staff in the field to work more efficiently with any device, align more closely with your marketing organization, be more strategic in defining account strategies, and most importantly, create and maintain a stronger relationship with existing customers to maintain their loyalty. 

Flexible Pivotal CRM Sales technology enables you to rapidly and cost-effectively implement a system that automates even complex, unique service processes. Give your service team the ability to resolve customer inquiries in a personalized, but repeatable manner that accelerates incident resolution and improves customer satisfaction.

​Pivotal CRM Marketing Automation

Who it’s for

Pivotal CRM Marketing Automation is for companies that want more out of their marketing efforts. They want to measure the impact of every campaign on the sales pipeline—optimizing them for maximum value.

How it’s different

Having a decisive competitive advantage in your market begins with smart marketing. While other CRM systems just track marketing campaigns and contacts, Pivotal offers solutions that make you more effective: Pivotal CRM eMarketing and Pivotal CRM Marketing Automation.

Why you need it

Pivotal eMarketing enables you to harness the data inside your Pivotal CRM database to conduct segmented, personalized electronic communications quickly and cost-effectively. This easy-to-use tool features an easy-to-follow, step-by-step campaign designer, enabling you to quickly design and schedule campaigns, as well as track their success.

If you have more advanced needs, Pivotal CRM Marketing Automation is a highly efficient marketing automation and lead management solution that enables you to conduct even the most complex multi-channel campaigns. Foster relationships with the right prospects over time, ultimately cultivating easier sales and satisfied customers.

How Aptean helps you in Business Intelligence

Financial services organizations are built on having the right information at the right time to help their clients make intelligent decisions The issue is, most business intelligence software is does not fit the unique needs of the financial services industry. Aptean Analytics provides the visibility financial services firms need to give them the competitive edge, keeping them ahead of issues and on top of new opportunities.

Aptean Analytics

Who it’s for

Aptean Analytics delivers the perfect combination of specialization, simplicity and actionable data for companies that want true visibility into their operations. Powered by industry-leader QlikView and delivered in a user-friendly format, Aptean Analytics will help you drive decisions with the right amount of data provided in the right way.

How it’s different

Aptean Analytics is powered by the industry-leading QlikView platform. With more than 30,000 customers across the globe, QlikView drives real decisions by providing actionable insight through a Business Discovery capability. Business Discovery enables users to dig further into data associations from any number of data sources. By combining this unique capability with a fully mobile-enabled and widget-based platform, QlikView puts the power of the platform in the hands of any user, anywhere.

Why you need it

Data is only good if you can use it. This sounds simple, but businesses understand the underlying truth in this message. The challenge is taking a seemingly infinite amount of data and making it usable in a short period of time. Powered by analytics leader QlikView, Aptean Analytics delivers ready-to-use graphical dashboards designed for your business that allow you to easily spot and resolve any business issues, from profitability to the sales pipeline. And perhaps most importantly, those dashboards are geared toward any organization and any user, not just data analysts. They take away the complexity typically associated with traditional Business Intelligence (BI) solutions. Aptean Analytics serves up data in straightforward charts, tables, dashboards, and other advanced visuals.

Coupling industry-leading analytics and business intelligence with time-tested enterprise solutions provides a powerful, specialized toolset that enables you to manage your business efficiently and gain insight into challenges and opportunities that may exist.

How Aptean Helps You in Data Integration and Monitoring

The ability to understand today and predict the future is an advantage. You need technology to help you sense and respond to business events faster, while proactively shaping your business future. Many enterprise systems generate alerts to help you identify trends and react to processes that are outside the normal range. For maximum business impact, however, you need a comprehensive view—a perspective on events that are, or will soon be, affecting your organization.

Event Management Framework

Who it’s for

For organizations that require an enterprise-wide view into business issues that can escalate into material problems, Aptean’s Event Management Framework (EMF) monitors systems across the organization to provide a ‘big picture’ view of the events that affect your business and alerts you to anomalies for swift resolution.

How it’s different

Many enterprise systems generate alerts to help you identify trends and react to processes that are outside the normal range. For maximum business impact, however, you need a comprehensive view – a perspective on events that are, or will soon be, affecting your organization. Event Management Framework is designed to provide actionable insight into events across your business. Easily linked with your existing systems and configured to generate alerts in the format you choose, Event Management Framework is a one-stop shop for your alerting requirements.

Why you need it

An organization with state-of-the-art risk management across the enterprise is always a step ahead of the competition. EMF oversees and provides peace of mind so that companies can focus on growth and providing outstanding customer service. EMF combs through vast data from various sources and flags issued based on pre-set parameters. The EMF early-warning system provides notifications through a variety of communications channels, allowing you to run a more agile organization and quickly react and resolve events that could threaten business. It enables you to predict and react to events in any enterprise system, delivering targeted information to the appropriate organizational departments via automated notifications.