Execute integrated and fully compliant marketing content workflows to accelerate stakeholder approvals. Go to market with confidence.
Create operational efficiencies with defined marketing processes. Part of Katabat™ Liberate essential workflows, Katabat™ Marketing Automation standardizes and strengthens your marketing processes. You can configure compliant marketing workflows and define tailored forms and surveys, all of which can be used in your customer self-service portal or agent portal.Engage with your customers to gather data and present program offers, conduct a customer service survey, or send marketing communications. You can design and react to customer inputs in real time and refine for immediate impact.
Trust it to Us
Consistent marketing workflows streamline your marketing execution, boost revenue, and increase loyalty. Continuity across agent and customer self-service interactions drives an improved customer experience. A full audit trail provides you with clear documentation in every step. Achieve consistent, compliant connections.
Your Challenges, Solved.
Standardized, streamlined marketing workflows
Automated processes that trigger specific actions
Easily configurable strategies, workflows,and communications without IT involvement
Better engagement and agile response to customer needs
Mobile-responsive, self-service customer portal
Solutions to Deliver an Outstanding Customer Experience, Everywhere
Transform your customer experience while maximizing each account’s potential throughout the lending relationship.