So you’ve decided to explore alternative enterprise marketing solutions, how do you begin and what features should you be looking for? In getting to know our clients’ needs, I can tell you what matters most to companies just like yours and your competition. These companies are committed to providing exceptional value to their advisors to help them grow their business and improve the advisor marketing program. Here are 5 key features to look for in your next enterprise marketing solution.
Structuring of Data
Without having organized data, enterprises spend hours of time updating different spreadsheets, databases or websites to ensure advisor profile information and location information is up to date and accurate. If a piece of data fails to get updated correctly, this could cause a firm to face compliance and regulatory issues. It’s important financial advisors certifications are accurate across a corporate website, advisor websites and any other listing of the advisor online. Additionally, this could lead to a client to have a poor experience with your brand. That’s the last thing any marketer wants for their brand.
When researching evaluating an enterprise marketing solution, asking the right questions is important. Knowing how your data will be structured and managed is vital. As a busy marketer, this will ensure you are not wasting time organizing and importing data into right places online to ensure that all information is accurate and up to date. This can be an automated process and something that should be considered when evaluating vendors.
Auditing and Archiving Capabilities
Does your enterprise currently have the peace of mind knowing that all website versions are automatically stored and easily accessible for auditing purposes? We often hear of organizations who have been fined for not following regulatory and compliance rules. When this happens, organizations often have to spend countless hours trying to find the information they need in order to submit to regulatory firms. The platform you use should capture and store all instances of compliance reviews and website history. This simple feature could save your enterprises hours and hours of retrieving necessary data if requested for auditing purposes.