More customers per every $1 spent on sales and marketing
Increase in customer lifetime value
Hours saved per week for each team member
Average total cost of ownership savings compared to legacy providers
Advertise effectively to the right customers using your best performing and most profitable channels.
Build strong customer relationships by helping them make the right choice for their financial situation.
Simplify advisor sales with personalized packages, contracts, and deploying customer materials dynamically.
Keep customers engaged with personalized newsletters, satisfaction surveys, and lifecycle workflows to ensure positive experiences.
Increase retention and lifetime value by utilizing cross-sell workflows, brand reputation campaigns, and referrals.
Easily turn revenue data from multiple sources into one intuitive dashboard. In addition, you can create dashlets from marketing campaigns, advisor activities, pipelines, and more. Then, easily connect your real-time revenue data with ad spend reporting, so you can optimize your campaigns and invest with unprecedented precision.
Real-time data can allow your advisory team to forecast, allowing for better advisor process planning in the future. Find trends and redirect your teams to focus only on the most qualified clients with dynamic lead scoring.
Track the performance of every email, ad, and other campaigns by looking at client interaction history. All your most important metrics are presented clearly so you can measure their impact on your revenues and profits.
Track NPS, engagement metrics, and health scoring to maximize the retention of your clients. Breakdown your most important experience data to proactively identify problems and look for patterns in the experiences of your most valuable clients.
Execute perfect account-based marketing by capturing leads from online and offline sources and intelligently nurturing them through personalized email, text, ads, and more. Then, automatically send these leads over to your advisors when qualified.
Collect all the initial client data you need intelligently with advanced features including field rules, page rules, and more. Learn from the responses you've received with pre-built reports and customizable dashboards.
Our Marketing Cloud creation suite allows for personalized content delivered directly to every potential client. Simplify your marketing campaigns in one place and leverage advanced analytics to deploy better messaging.
Engage in real-time with automatic triggers, intelligent drip sequences, and conditions and delays so that each client is only seeing content appropriate to them. Journeys can be A/B tested so that you’re always deploying lead-conversion messaging.
Automatically follow-up on deals to show clients the true value of the financial choice they’ve made. Then, intelligently cross-sell each client on other offerings, such as additional loans, that will increase their lifetime value and turn them into lifelong members.
Kizen provides one unified dashlet that tracks all your marketing campaigns with the most important data. See which channels are generating the most valuable clients, which are increasing their value, and which are driving the most growth.
Track your clients’ journey across emails, websites, ads, and custom web, iOS, and Android applications. Easily use this rich data to identify intent to schedule consults or services, anticipate needs, or optimize follow-up campaigns.
Retarget and suppress your Google and other web ads to personalize your campaigns based on your previous clients’ behavior. With this refined advertising strategy, Kizen users can send the right message to the right client at the right time.
Create a collaborative nature between marketing, sales, and experience teams so that everyone has a clear view of the funnel and works smarter. Track client leads and opportunities throughout the entire qualification process and ensure all clients are being followed-up on promptly.
View the pipeline for your entire team, a single rep, a single client or group of clients, or even filter into each deal individually to see every detail needed. Understand how you are losing clients, which wealth management competitors you are losing clients to, and how pipelines are trending overall.
Kizen offers easily accessible activity reports to ensure you know exactly how your team is performing. Track all the messages, interactions, and touchpoints in chronological order and in real-time, fully-customizable to all your needs. Then, take advantage of Kizen’s filtering capabilities to find the exact data you need to help your reps improve.
Team members have access to their pipelines from anywhere in-app or through any channel. Offer a cloud-based, mobile-responsive solution that helps your team collaborate and crush their goals from any device.
Leverage strong sales reporting to help your team work smarter. Kizen’s reports and dashboard help you visualize how active your team is, how likely your team is to meet their goals, how well your reps are meeting those goals, and what needs to be done to drive more success.
Ensure the right reps are handling the right client opportunities with intelligent lead routing. With Kizen’s Automations Engine, client leads from online and offline sources can be intelligently qualified, assigned, scheduled, and nurtured. Ensure your reps walk in each day with new opportunities on their calendar, ready-to-go.
Design and enforce SOPs with your operations team by defining best practices in Kizen’s Automations Engine. For example, when new clients are engaging beyond a certain level, let the system gauge their intent so your advisory can step in and close the deal!
Kizen will offer your advisors one-click asset management workflows using your favorite integrated tools. Kizen will also keep track of inbound and outbound documents, authorization reminders, and contract renewal follow-up.
Kizen automatically sends the appropriate onboarding materials to each new client for a streamlined process. Save time and ensure that your teams have a full schedule each and every day.
Kizen helps wealth management firms get new clients in shape for onboarding with intelligent automations. Kizen will trigger emails, texts, and other welcome messaging at the exact time it is needed.
Kizen’s Experience Cloud creation suite and automatic follow-up capabilities keep all of your clients consistently in the loop with news, helpful newsletters, financial planning resources, and more.
Kizen will help your wealth management team get new clients in shape for account management. Kizen’s task management capabilities will work with your favorite integrated management tool to ensure all services are done on-time and logged properly.
Kizen’s service forms can be customized for customers to explain their issues and ask for help. Kizen can then prioritize, route, and schedule tasks. Auto-response rules can give customers quick responses or even dynamic estimated wait times, if necessary.
Deploy client satisfaction surveys dynamically after each interaction. Periodically send NPS surveys to each client to gauge the likelihood of their retention and referral, identify potential issues, and ensure positive experiences.
Utilizing your client satisfaction data, Kizen will deploy messages to nudge happy members towards referral, while routing unhappy members to your success team to investigate.
Unite your client data in Kizen’s Data Cloud across lines of business, channels, and geographies to put the client at the center of every interaction. Integrate Kizen with your client investor portals to build a fully-digitized and streamlined client experience, while saving your team time through automation.
Within the Data Cloud, Kizen’s Integrations Engine allows you to connect all of your lead generation channels in real-time. Leverage your lead source data to help your team provide more amazing experiences and understand which channels are worth the investment.
Once your campaigns have begun, utilize Kizen’s Data Cloud to segment in real-time, personalize, and improve ad campaigns. Generate curated retargeting and suppression lists to perpetuate the impression cycle needed to improve the efficiency of your ad spend.
Kizen’s robust Integrations Engine allows organizations to connect Kizen with over 1,000 enterprise-grade tools, including Workato and Zapier. In addition, our easy-to-use, no-code Connect API ensures you are able to seamlessly integrate with the apps and tools you use every day.