Financial Services

Financial services companies need a marketing and sales platform that empowers bankers and advisors, brokers and agents, and wholesalers and resellers with a complete set of workflow, marketing and sales tools. This is where ZINFI’s end-to-end channel management capabilities come in:

  • Enable your internal sales team members—e.g., bankers, advisors and brokers—along with your external go-to-market partner—e.g., wholesalers, resellers and agents—with a full suite of sales assets
  • Allow your partners to pitch properly by leveraging pre-approved marketing and sales content that is compliant with industry regulations
  • Separate content by various partner types, groups and roles, and manage partners’ access rights to content based on their profile
  • Set up, distribute and promote various sales rewards and incentives schemes to align internal and external sales teams to pursue a unified set of goals
  • Track the performance of programs, assets, campaigns, training programs and more at the regional, territorial and partner group level to determine what’s working and identify areas for change to achieve better ROI

How can ZINFI help me?

ZINFI provides a plethora of channel management tools for partner recruitment, onboarding, training, enablement and management that can significantly drive efficiency and productivity for financial services companies. With these tools, a channel-focused team can not only reduce operating costs, but also increase sales productivity and partner satisfaction locally and globally.