Financial Services B2B

You know that by targeting clients and intermediaries with more relevant content experiences you can improve engagement and increase sales leads.

Set against a backdrop of fast changing client expectations and increasing competition, you are challenged to improve brand engagement, generate more leads and improve loyalty, all whilst trying to protect profitability - but how?

Knexus platform empowers marketers to deliver personalized content experiences for clients and intermediaries within website, email, partner sites or any digital touchpoint of choice.

Knexus securely uses customer data and machine learning to understand individual clients or target segments in terms of their profile, preferences, affinities and interactions. In concert, it searches your research, editorial and other marketing content, and uses deep learning algorithms to interpret what that content is. The platform then matches the best compliance approved content for the target audience or individual and displays it in your target digital channel(s). Knexus includes easy plug ins to integrate with your Marketing Automation, CMS, CRM and other key systems.

Take a look at these examples of how Financial Services B2B firms are using Knexus to grow their business

Automatically deliver the most impactful, relevant client experiences

Engage your clients with personalized content experiences that cut through and capture their interest and attention.

Increase engagement ROI by distributing personalized content to your clients, 1:1 or based on target segments. Knexus enables you to auto-match data driven insights from your CRM, marketing automation or other data sources with your best possible content. The result is highly tailored content experiences for clients, with a choice of automated distribution or smart content recommendations.

Strengthen your client relationships to increase loyalty and grow sales, whilst simultaneously automating content selection and delivery processes to reduce costs.

  • Grow lead generation
  • Strengthen engagement
  • Accelerate speed to market

Automatically recommend content to your sales team 

Generate a stronger sales impact by closing the gap between your marketing team, your sales team and your client.

Strengthen your sales team performance by enabling quick and easy access to the best and most relevant marketing content available for individual sales team members based on their region, product focus, target customers or other key factors. Automatically deliver personalized content into your sales teams CRM system so it becomes an integral resource with no downtime whilst salespeople search for the right content.

Empower your sales team to drive stronger customer engagement through sales emails, sales presentations or any other sales activity to drive successful customer acquisition, cross-selling and upselling.

  • Improve sales performance
  • Increase content ROI
  • Save time and resource

Deliver personalized content experiences into your mobile app, in real time

Meet your clients with the most relevant, timely messaging available.

Knexus helps deliver deeply personalized content onto mobile apps by matching individual clients profile data and transaction history with the brand’s most relevant content - all in real time. Choose to deliver content experiences automatically or through smart content recommendations (approved by you) to the app of your choice.

By providing real time personal content experiences that added value for individual clients or a target segment, your brand can build stronger brand loyalty and increase interaction to , drive up cross-sell and up-selling opportunities.

Drive more value to your business with individualized content experiences.

  • Strengthen engagement
  • Drive up-sell
  • Improve brand loyalty

Knexus is flexible, fast to implement and easy to use

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See how Knexus creates personalized experiences that accelerate sales