Introduction

Fundamental Business Finance is a national based finance broking company and a leader in the SME finance industry, with our national network of Finance Specialists it has become a trusted brand for business owners to seek finance, capital and advice.

The Brief

Fundamental Business Finance was looking for an automated solution to manage their new licensee acquisition process. The solution needed to identify levels of interest and engagement while qualifying potential prospects and responding with personalised, timely and relevant messaging and information. The solution had to be seamless, scalable and sophisticated.

Key Objectives

There were four key objectives requested by the customer:

  • To automate the new licensee acquisition process in a manner that was timely and detailed.
  • To ensure that new licensees received accurate, clear and personalised information throughout the recruitment process.
  • Information delivery and speed to follow up had to be instantaneous.
  • The recruitment process had to be fully automated in order to save the busy team at FBF time and resources.

Outcomes

  • The journey created and developed along with the dynamic capabilities within the platform, allowed FBF to tailor an automated recruitment journey for new licensees.
  • FBF has been able to offer their new licensees a personalised cross-channel recruitment experience involving Web, Email, SMS and Print.
  • The acquisition journey with pre-defined trigger points has allowed FBF staff to recruit and qualify new licensees automatically, with autonomy. This “hands off” approach has maximised efficiencies, while mitigating the need for manual time and resources.

Campaign Results

TEEG U Journey
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