Digital communication tips for improved Financial Services client relations on Salesforce ®

Mogli + Match My Email give your financial institution a cohesive text-to-email communications strategy to:

• Capture, nurture, and qualify leads.
• Have seamless communication across departments and team members.
• Improve client relations by giving your clients the personalized attention they seek in an efficient, scalable manner.
• Gather insightful feedback with linear or branching survey and form functionality.
• Easily move between text messaging and email with Salesforce automations.
  
  Read more on our blog:
  Six ways to improve financial service client relations >>