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Related Marketing Cloud (RMC) is a powerful tool designed for data-driven omnichannel marketing, enabling personalized and automated marketing strategies. This all-in-one platform enhances one-to-one customer relationships, ultimately aiming to elevate revenue, boost customer lifetime value, expand audience reach, and improve overall performance. We take pride in providing a variety of services, including a Customer Data Platform that encompasses Email Marketing and Mobile Marketing, as well as Web Targeting, Product Recommendations, and a Customer Journey Manager. By leveraging these services, businesses can effectively engage their customers and optimize their marketing efforts for maximum impact.
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Created and overseen by experienced experts in the financial services industry, this software is the result of over twenty years of specialization in developing applications specifically for the brokerage field in Ireland. It is designed to fulfill the comprehensive office requirements of both large and small enterprises, incorporating features such as marketing strategies, sales processes, advisory services with in-depth needs assessments, cash flow forecasts, compliance measures, an extensive product library, and management of pipelines and commissions. Moreover, it boasts a robust Client Relationship Management system that keeps client profiles and policy details regularly updated in collaboration with a variety of insurers, including Aviva, Aviva Health, BCP Asset Management, Friends First, Irish Life, New Ireland, Royal London, and Standard Life, while also sourcing life protection quotes from all available providers. Money Advice +CRM brings together all essential software tools needed by brokers into one cohesive solution. This allows users to provide competitive price quotes directly on their websites and receive timely email notifications for each inquiry submitted. In light of these features, this integrated system not only streamlines broker operations but also significantly improves client engagement and service provision, leading to a more efficient workflow overall. With its user-friendly interface and comprehensive functionalities, this software is poised to revolutionize how brokers operate in a fast-paced market.
Integrations Supported
API Availability
API Availability
Pricing Information
Pricing not provided
Free Trial Offered?
Pricing Information
Pricing not provided
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Not specified
Company Facts
Organization Name
Related Digital
Date Founded
2002
Company Location
United Kingdom
Company Website
www.relateddigital.com
Company Facts
Organization Name
Money Advice
Company Website
www.moneyadvice.ie/
Categories and Features
Customer Data Platforms (CDP)
Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling
eCommerce Personalization
Not specified
Email Marketing
A/B Testing
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Marketing Automation
A/B Testing
Analytics / ROI Tracking
Customizable CTAs
Drip Campaigns
Dynamic Content
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Website Visitor Tracking
Mobile Marketing
Channel Attribution
Coupons
Email Marketing
Engagement Monitoring
In-App Marketing
Location-Based Marketing
Push Notifications
Text Messaging
Personalization
A/B Testing
Abandoned Cart Saver
Account Based Marketing
Behavioral Targeting
Campaign Segmentation
Content Analytics
Contextual Targeting
Customer Profiles
Experience Management
Recommendation Engine
Website Personalization
Product Recommendation Engines
Not specified
Push Notifications
A/B Testing
Analytics
Campaign Segmentation
Contextual Targeting
Device Targeting
Geo Targeting
Mobile Notifications
Notification Scheduling
Visual Notifications
Web Notifications
SMS Marketing
Not specified
Transactional Email
A/B Testing
Contact Database
Dynamic Content
Email Monitoring
Mailing List Management
Reporting/Analytics
Spam Check
Template Management
Categories and Features
CRM
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management