Marketing is critical to growing your book of business, but technical and regulatory hurdles can keep you from engaging more with clients. SmartOffice’s integration with MarketingPro can help!

Benefits:

  • Prewritten, Approved Content: Send personalized articles, newsletters, social media posts, and other content written by pros and reviewed by your broker-dealer.

  • Contact Export & Sync: Export contacts from SmartOffice to MarketingPro and keep them up-to-date with automatic sync.

  • Scheduling & Automation: Set up print and e-mail campaigns that run by themselves.

  • Compliance: Archive your communications and track them in the SmartOffice SmartPad.

Learn More

Call (800) 777-9188 or email us at crmsales@ebix.com


integration tour

 
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Control the synchronization of your SmartOffice contacts and sets using MarketingPro’s sync settings page.

 
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Use the Message Builder to personalize prewritten content from MarketingPro’s extensive library, select your SmartOffice contacts and send it.

 
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Get complete analytics on the success of your marketing campaigns using MarketingPro’s reports.