Building trust and engagement with compliance

The company entered into an agreement with Epixel MLM Software to design an AI-powered marketing solution that educates their advisors, engages clients, and ensures compliance across all channels. The Marketing AI System has built-in features that complements the company’s needs and provides insights for future optimization and strategy planning.

AI-powered lead management system

The lead generation, scoring, and management system filters leads from different channels including website, ecommerce, social media, and online or offline events. These leads are scored and segmented based on a set of qualification metrics. High-potential leads are routed to the CRM and then to an advisor based on their expertise, certification level, licensing, performance history, and geographic location.

The segmentation is done based on a lead’s product interests, engagement rate, and interactions. The system uses advanced scoring methods to identify high-value prospects.

Campaign management

Advisors and admins can run campaigns on the company website and other channels and monitor the impact. Ready-to-use campaign templates help advisors to easily launch campaigns based on client preferences, their financial goals, or to introduce new products for specific markets. Each campaign can be A/B tested before launch to forecast the impact and optimization needs.

The performance of campaigns can be monitored on a campaign dashboard which also delivers insights on ROI, engagement, and lead conversion rates for each channel. Campaigns are localized based on geography, language, income segmentation, and regulatory requirements of each market.

Campaigns run through a moderation process which ensures that disclosures are included and regulatory policies are met.

Advisor training platform

The automated training platform takes advisors through an onboarding and training process before registration. After enrollment, each advisor is assigned a set of training modules related to regional regulations and policies, compliance, financial products, and services that have to be completed to become eligible for earning commissions. The platform also has a training completion and performance monitoring feature which displays each advisor’s training status.

Social selling tools

The platform has a complete set of social selling tools that manage customer communications, help advisors find prospects, and build relationships. The social prospecting tools personalize content for first time and follow-up messaging based on prospect interests.

Advisors can schedule, publish, and manage product-related content across all social platforms from the system itself. Social selling analytics track conversion rates, engagement rates, advisor activity, and brand reach for each channel. Social listening tools decode market sentiments and financial trends through conversation and community monitoring.

Marketing dashboard

The marketing dashboard with predictive analytics presents opportunities and risks in easily understandable formats. It gives an overview of market and customer trends, product trends, competitor activities, and marketing activities.

The Marketing AI platform forecasts demands based on a past analysis of sales and customer trends. It also provides follower engagement insights through metrics such as follower growth, likes, comments, shares, engagement rate, and audience retention for each marketing channel.

The dashboard is customizable, and advisors and admins can set it to view preferred metrics on their respective user portals.

Compliance management

Every marketing activity is monitored for compliance alignment through a strict moderation process. The company can set up a team or assign moderation responsibility to senior advisors or top leaders who will moderate content and marketing activities through the system. Campaign or content that needs to be published will go through this moderation process and the system autochecks for disclosures or non-compliant content. It then alerts the assigned personnel on non-compliant content. Advisors can only post approved content from the system.