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PFL Joins Forces with Sojourn Solutions

Filed in Uncategorized on July 14, 2017 by
PFL Joins Forces with Sojourn Solutions

Bozeman, MT — PFL has joined with Sojourn Solutions to bring the power of automated tactile marketing to B2B marketing organizations. Sojourn Solutions helps marketing teams deliver customer experiences that land at the right time and in the correct context. PFL is a marketing technology company focused on bringing the power of automated tactile marketing […]

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How to Keep Financial Advisors Compliant

Filed in Marketing Ideas on June 27, 2017 by
How to Keep Financial Advisors Compliant

A wealth management organization’s most valuable asset is their reputation. Brand and legal compliance are areas where advisors can cause havoc, and potentially cost your organization huge fines and penalties, with rogue behavior. Brand compliance is not top-of-mind for advisors. They are already spending too much of their time on administrative tasks, so making sure […]

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How to Mine Customer Data from Financial Advisors

Filed in Marketing Automation on June 27, 2017 by
How to Mine Customer Data from Financial Advisors

Delicious customer data is locked up in your advisor’s laptops. The valuable results of candid customer conversations are sequestered with advisors in the field, but that data could do wonders for your organization. The data helps create a holistic view of your customers, build more engaging campaigns and inform high-level strategy. A clearer view of […]

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Four Tips to Personalize Field Marketing

Filed in Sales Enablement on June 27, 2017 by
Four Tips to Personalize Field Marketing

Shatter Digital Barriers, Deliver World Class Experiences Wealth Managers, Financial Advisors and Brokers are being surrounded by challenges, from new regulations that hinder marketing to changing demographics (Millennials and aging Baby Boomers). The stakes rise higher with the looming threat of robo-advisors, the growing dependency on digital technology and lofty customer expectations. To stay competitive, […]

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How We Saw 258% Lift in Nurture Stream Engagement

Filed in Marketing Automation on May 11, 2017 by
How We Saw 258% Lift in Nurture Stream Engagement

Omni-channel. Multi-channel. Siloed. Un-siloed. These terms get thrown around on marketing blogs so much they lose their meaning. What we mean when we talk about omni-channel marketing isn’t blasting your audience on every channel until they go deaf. We mean smart, orchestrated channel marketing that uses audience behavior, customer data and analytics to respond with […]

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Some of Our Favorite Tangible Marketing Campaigns

Filed in Marketing Ideas on April 13, 2017 by
Some of Our Favorite Tangible Marketing Campaigns

What makes a tangible marketing campaign work? At its core, tangible marketing needs the same considerations as any other marketing campaign: it must build a human connection, it has to be memorable and it has to net a great return on investment. Beyond the basics, tangible marketing has to work in three dimensions, it has to […]

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Increase Sales Velocity in 60 Days

Filed in Sales Enablement on March 24, 2017 by
Increase Sales Velocity in 60 Days

Real sales velocity comes with true orchestration across every channel. While we at PFL are champions of tactile marketing, we know that using it the wrong way could raze your budget. Tangible marketing isn’t a replacement for any other channel in your mix. It is a catalyst for your marketing. It’s ignitor fluid. It’s rocket fuel. […]

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Get the Most Out of Your Martech Investment

Filed in Marketing Automation on March 13, 2017 by
Get the Most Out of Your Martech Investment

Marketing automation platforms can help you do a lot more than bombard your prospects with emails. Stop this insane race to the bottom and get the most out of your investment.

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