ONE SHARED PICTURE
More than lead scoring for financial services.
Banks, insurers and financial-services firms offer different products through specialized teams. Prospects may research independently over long periods, making product-specific interests important for relevant follow-up.
UNDERSTAND BUYER INTEREST
Understand which financial products and services prospects are exploring.
Connect tracked product research and campaign activity with known Salesforce leads and accounts so relationship managers can see relevant service interests.
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Identify interests in specific products and services.
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Recognize renewed engagement during longer buying journeys.
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Spot potential cross-selling interests among existing accounts.
SUPPORT YOUR TEAMS
Give specialist teams the context behind each lead.
Relationship managers can prioritize relevant conversations, while marketing operations segments product interests and measures campaign engagement alongside Salesforce opportunities.
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Behavioral scoring and qualification by product area.
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Product-interest segments and account context.
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Financial-services marketing attribution in Salesforce.
CUSTOMER RESULTS
How financial-services teams use buyer intent.
Two customer examples: Capital Economics uses scores and interest tags to help sales distinguish genuine buyer interest; Ascensus connects behavioral intelligence with lead prioritization and marketing attribution analysis.
Capital Economics
Capital Economics uses SalesWings behavioral intelligence, lead scores and interest tags to help its Salesforce teams distinguish commercially engaged prospects from casual readers.
44%
higher open rates
2×
higher click-through rates
30%
more sales opportunities
SalesWings-reported results; the supplied graphic does not identify them as Capital Economics-specific.
Ascensus
Ascensus uses first-party buyer behavior to give sales teams useful lead context. Its marketing and operations teams have analyzed engagement, sales activity and firmographic information to examine patterns associated with opportunities.
18 months
of marketing and sales touchpoints analyzed alongside opportunities
FAQ
Frequently asked questions
How can financial-services teams prioritize Salesforce leads?
Within SalesWings, financial services teams can use company fit scores, account context and tracked research behavior to distinguish active interest from broad browsing.
Can SalesWings help qualify leads for different financial products or business divisions?
Yes. Configurable behavioral scoring and product-interest tags can distinguish engagement with different services. Teams can combine those signals with existing Salesforce data to support qualification and follow-up by relevant specialists.
Can we see which financial products prospects are exploring?
Yes, where first-party activity has been tracked and associated with known leads or accounts. SalesWings can surface service interests and engagement history alongside CRM information.
How does financial-services marketing attribution work?
SalesWings connects campaign and website engagement with known CRM records, meaning you can connect those touchpoints to opportunities. Ascensus, for example, analyzed multi-month patterns of engagement and sales activity to optimize their campaign spend.
Is Salesforce Sales Cloud required?
SalesWings is primarily for Salesforce-native commercial workflows but it is also possible to use other CRMs. We have customers using HubSpot and Microsoft Dynamics.
How is data privacy handled?
Use first-party behavioral tracking with consent, retention and access controls appropriate for your regulatory obligations.
Give commercial teams the context behind each lead.
Explore first-party intent data for financial-services revenue teams.
