SOCIAL SELLING FOR FINANCIAL SERVICES
Your next-gen customers and investors are digital natives. Meet them where they are
Turn your social channels into revenue drivers and empower your financial advisors to implement digital selling strategies at scale.
Ensure enterprise-grade compliance
Maintain complete data security
Win customer trust
Leading financial service institutions trust Sprinklr with their social media programs
AUGMENT YOUR MARKETING EFFORT
Empower your field team to multiply your corporate digital reach with the right insights about content and channels.
On-brand content | Social media listening | In-built Compliance | Risk mitigation
Publish your next post in a few clicks
Share a library of curated and brand approved social media posts with advisors. Maintain a consistent brand voice across channels and geographies. Let Sprinklr auto-schedule and post on advisors’ social accounts if they opt-in to campaigns.
Simplify social media with intelligent tools
Deploy automated task workflows, local content calendars, suggested campaigns and content templates optimized for performance to make social media posting fast, frictionless and rewarding for your advisors.
Proactively monitor and mitigate brand PR crises
Use integrated social listening and compliance monitoring to mitigate PR crises proactively. Use advanced AI to auto-stop non-compliant content, including images and video, from going live on any advisor’s profile.
Measure program performance and effectiveness
Measure Program ROI and attributable revenue with pre-built dashboards. Track platform adoption at advisor, branch, and LOB levels and identify opportunities to enhance the output.
SOCIAL MEDIA SELLING FOR SALES TEAMS
Enable your advisors to expand their reach across 30+ channels and engage with prospects more effectively
Accurate sales intelligence | Stronger customer relationships | Higher bottom line impact
Expand your reach and foster customer relationships
Cultivate stronger relationships with trust and generate leads on your customers’ favorite social media channels. Publish and engage with customers across geographies and 30+ channels from a single platform.
Get relevant leads via automated AI-based routing
Optimize Sprinklr’s auto-lead routing to boost advisor productivity by ensuring that your advisors are always assigned relevant leads based on their expertise, experience and availability.
Access customer history to improve conversion
Get a 360° view of customers and converse with them contextually on their preferred channels, leveraging CRM data and conversation history. Trigger suggested responses and next-best actions to closing deals faster.
Collaborate seamlessly with marketing and service teams
Use integrated Live Chat to tap into corporate customer care and marketing teams without leaving the Sprinklr platform. Always keep the relevant teams in the loop and deliver a cohesive customer experience.
BMO transforms enterprise social media strategy with Sprinklr
$1M in earned media value | Program extended to 200 Branches | 2500 compliance trained advisors
When we started our journey with Sprinklr in 2019, our social media tech stack consisted of seven- point solutions. Today, we use one solution for all our social media use cases: Sprinklr. As a result, we’ve saved thousands of hours of manual work effort annually, driven greater data democratization org -wide, supported new use cases, and scaled our programs significantly.
Nick Nunes
Director Social Media, BMO
Leverage Sprinklr’s inherent compliance features at every step
Ensure 360° compliance across regions, channels, and branches
Sell on the go with Sprinklr Empower mobile app
Give your distributed financial advisors access to all your social content.
✔ Anytime anywhere
Grow your business by engaging with customers across multiple channels from your mobile
✔ Manage content from mobile
Add and schedule posts, content, and assets from the mobile app just like the platform.
✔ On-the-go reporting
Continuously monitor your posts and get insights on social performance on mobile.
✔ 360° compliance
Ensure compliance across channels and manage post approvals from your mobile
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