Financial services marketing software features & benefits
We understand that financial professionals in all markets we serve, expanding across the private equity, investment banking and advisory, venture capital, and real estate markets, require practical, functional, and useful marketing automation software. DealCloud Dispatch is marketing automation for financial services made easy. Using our financial services marketing software, deal professionals from all markets are able to easily communicate with their clients, prospects, and internal stakeholders. Additionally, with DealCloud Dispatch, users can perform many functions from launching their next promotional email campaign without having to import, export, or segment targeted leads since everything is already integrated into the DealCloud CRM to sending an internal memo. With DealCloud Dispatch, users are also able to see engagement metrics including which email campaign opens, clicks, and general engagement.
The history of DealCloud Dispatch
After launching DealCloud, our team of financial and technology professionals realized the need to create a marketing automation software that can be used within the DealCloud platform. Just as firms in the capital markets work to grow profits per partner, our marketing automation software continues to grow and evolve to best serve the needs of our clients. Our Client Support and Account Management teams are here to help users develop an integrated marketing strategy using marketing automation for financial services that can help scale money-making relationships effectively.