Solution for Financial Services Marketers
Change equals opportunity. Invest in a solution to capitalize on it.
Reach high propensity prospects at the right time with the perfect offer and media mix. intelligentVIEW empowers financial services marketers to scale prospecting and maximize media ROI.
intelligentVIEW for data driven prospecting
Omnichannel prospecting at scale.
Challenge: Many agents and brokers for large financial brands still rely on outdated prospect lists, often from phone books, with digital and social channels handled separately.
Unlock Growth with intelligentVIEW: Build Your Book with Precision
As a field marketing manager, intelligentVIEW empowers you to design turnkey prospecting programs for your financial advisors and insurance brokers. Quickly identify high-potential prospects who mirror top clients, with real-time audience counts and detailed household profiles. Seamlessly generate ready-to-deploy campaigns, including direct mail and social media outputs, so your advisors can focus on what they do best—building relationships and closing deals.
Drive high potential leads
Develop highly targeted, integrated acquisition programs both online and offline to drive higher quality leads to your advisors.
Deliver detailed market insights
intelligentVIEW makes it easy to provide your brokers and advisors with actionable market intelligence. Share comprehensive insights reports directly to their portal, giving them a clear view of their market potential, complete with detailed mapping. Empower your team with the data they need to target the right prospects and drive growth.
Reach new markets
Utilize Premover real estate listings and New to Canada segments to identify these life-stage triggers, enabling your brokers and advisors to reach new customers at the perfect moment. Drive better results by aligning your campaigns with key life events.
PREMIUM TRIGGER DATA for financial services
Timing is everything in marketing. One platform to capitalize on key life moments.
Canadians are typically loyal to their banks, but major life events—like marriage, immigration, starting university, buying a home, or having a baby—can prompt them to switch.
Enhance your intelligentVIEW solution with trigger data from Canada’s most trusted consumer data providers to capture these pivotal moments and engage customers when it matters most.
FUTURE PROOFED IDENTITY ALTERNATIVE
A solution your legal team will approve.
However, the cookie finally crumbles, Canadian marketers recognize the importance of privacy compliance when protecting their brand and abiding stringent consumer privacy legislation. intelligentVIEW’s data, insights generation, and media activation, have privacy built into every step of the workflow.