It’s not business. It’s personal.

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Presentation transcript:

It’s not business. It’s personal. Larry Lubin | CEO and Co-Founder Matt Wrobel | Strategic Marketing and Product Development Carte Wealth Partnership October 20, 2017 © 2017 BLUERUSH Digital Media Corp. All rights reserved.

More and more, we’re watching the paradigm of digital and FinTech unfold. https://digiday.com/marketing/financial-services-sector-got-religion-design/

Regulations and Technology Are Putting Pressure On Cost and Need To Add More Value © 2017 BLUERUSH Digital Media Corp. All rights reserved. Client: Manulife Retirement Savings

High Tech High Touch

Collateral Management Sales and Marketing Enablement Platform Collateral Management Intelligent organization and presentation of content to sales and marketing people and systems User Management Intelligent organization and presentation of customer and prospect lists based on campaign level sales and marketing objectives Content Distribution Custom e-mail Templates Personalized Landing Pages Personalized Video: Secure Messaging Platforms Marketing Automation Data Sources Content Management, Contact Management, AI, 3rd Party Content Data Sources Content Management, Contact Management, AI, Personalization integrations CMS, DAM… Integrations CRM, eMail Service Providers.. Business Drivers Acquisition Cross-sell and Upsell Retention Win-Back Meets stringent compliance and auditability requirements of banks and the Big 4 audit firms Enterprise SaaS platform with robust reporting, tracking, workflows and permissions Scalable and secure hosting

Transforming Financial Tools Into Sales Enablers With video, data, and AI, customers get a personalized video to guide them through their financial needs

It’s not business. It’s personal. Matt Wrobel | 416-203-0618; ext. 230 info@bluerush.ca | matt.wrobel@bluerush.com BLUERUSH.com © 2017 BLUERUSH Digital Media Corp. All rights reserved.