Engaging Your Clients

Engage your clients, enhance your brand

  • Brand and tailor the look and feel to empower your image on all front ends and documentation
  • Build and use documentation and reports using the data within your system.  (pic of Themes on desktop, drag and drop builder,  Customise create your own view)
  • Filter your data to ensure you target the right group, whether it be by age , location, or even valuation of a portfolio or holding. Lists are dynamic that will automatically update as your data is updated (show filtered list, advanced find and a image of tracked statistics)
  • Deliver marketing strategies in planned nurture programs Choose your medium to deliver  effective results
  • (picture of nurture program, landing page and email template)
  • Capture data to ensure no energy wasted retyping. (show surveys, forms and the captured information as a lead)

Contact Praemium

Level 19, 367 Collins Street Melbourne, 3000

1800 571 881