The need for financial advice businesses to communicate the right messages to the right people, at the right time, has never been more pressing, especially in times of turmoil and uncertainty as we have today.

With CURO, you can easily segment your client records via multiple criteria, creating numerous marketing lists that can then be used by the native CURO quick campaigns to send client emails easily, with every communication being tracked back to your client record automatically.

However, for firms looking to do more, such as create ongoing automated email campaigns, manage events super efficiently, conduct client satisfaction surveys, and even capture information about prospects directly from the company website, then a specialist digital marketing platform is needed.

Therefore, we ran a webinar with one of our strategic integration partners, Click Dimensions, one of the most powerful marketing automation solutions available in the world today. Click Dimensions is Microsoft Dynamics 365 based and therefore fully integrates with CURO. This means that every marketing activity can be seamlessly captured and stored against your client’s record for audit purposes and trigger further automation to deliver unprecedented levels of business efficiency, personalisation, and engagement.