Contact History
Filter by contact to see what they are engaging with. Learn more about your contact such as:
- When contacts became a lead
- When emails have been delivered
- When emails have been opened
- When contacts have engaged with the email
Marketing Analytics for Financial Advisors
See how your marketing efforts impact your bottom line and translate your efforts into real results, all in one place.
Social media reports
Stop checking reports from multiple platforms. Review your entire social performance with unique, actionable insights.
- Real-time data tracks your post performance to help you determine what’s working and what isn’t
- Track content impressions to identify top-performing content that resonates with your followers
Lead reporting
Paint a complete picture of all your contacts and get to know them better to tailor your messaging. Track every detail of your contacts including:
- Know exactly when to make the next move when LEAD scores increase
- Track clicks from your email and social campaigns all the way to conversion
Email campaign reporting
Analyze and track the performance of your emails to create stronger campaigns.
- Analyze key email performance metrics at a glance
- Track delivery, click and open rates
- Uncover top performing email content to pinpoint what resonates best with your audience
