Email Marketing

Our email marketing campaign management platform eliminates reliance on costly digital to print, U.S. Mail based direct marketing programs when communicating with clients and prospects alike. With the Evolve email program, advisors can customize and segment their client and prospect database to reflect their clients and prospects interests, asset levels or life stage. Using the "point and click" content management system, an advisor firm can then customize content to incorporate the firm’s logo prior to distributing the right content to the right individuals at the right time... for pennies on the dollar compared to direct mail.

Our solution incorporates an email campaign performance dashboard to assist in the analysis of each campaign's success, spam filter protection and A/B testing capabilities. Your Evolutionize representative will guide you through an email tutorial program to augment self-help videos, familiarizing you with the functionality and benefits provided by this effective, cost-efficient communications tool. In addition, we will provide you with a client opt-in process to help ensure that your email efforts comply with anti-spamming rules and regulations.

Interested in outsourcing alternatives? Evolutionize will design, distribute and analyze the performance of your email campaigns from start to finish.