Digital Sales Aids for Finance & Insurance

Finance & Insurance

Best-in-Class marketers in the Financial and Insurance sector are delivering customer value while tracking real-time engagement to recruit new agents, brokerages, and advisors. They are executing highly effective messages and are sitting on some of the richest sources of data in any industry.

SKURA offers real sales enablement solutions and sales analytics software that utilize predictive analytics, selling tools, mobile applications and presentation automation to simplify the process of complex channel marketing while boosting recruitment and increasing new business.

How well are you delivering customer value in your sales cycle?

Real mobile sales enablement ensures that all marketing and sales reps are in-line with legal requirements and corporate branding standards. Sales reps are able to use high-impact sales collateral without altering branding or compliance information. All of your Sales reps have access only to the latest Marketing and Sales material.

Increase Awareness Through Thought Leadership.

Deliver product, industry and competitive data tailored to customer needs to win their loyalty and business. Driving thought leadership and product awareness across each channel based on preferences and behaviors enables companies to present their industry knowledge to customers and show themselves as industry leaders.


Engaging and Nurturing Customers for Trust and Loyalty.

  • Automate campaigns according to profile information, face-to-face interaction, Web portals and follow-up emails for immediate engagement.
  • Recruit agents, brokerages, and financial advisors using data and events for brand differentiation.
  • Distribute personalized e-Newsletters to educate agents and customer segments based on preferences and interest levels.

Marketing Metrics.

Marketing success is measured by the effectiveness and efficiency of your marketing campaigns. SKURA equips marketers with detailed reports that clearly demonstrate which Marketing efforts have produced the most impact and which ones did not yield the same kind of results. By generating reports to track responses in email, face-to-face interactions, Web portals and social media, marketers are better able to know which customers to focus on, which strategies to adopt, and which ones to change.

Sales Enablement Success Series

Chapter #1 of our Sales Enablement Success Series is available NOW!

Sales is not a fixed science. Developing a skill-set to keep up with today's empowered buyer is essential to a sales team's success.

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Guest Blogger

Peter Ostrow

Peter Ostrow – Vice President And Research Group Director
21st Century Selling Comes of Age
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See how SKURA can change the way you sell

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485B Route 1 South Suite 300

Iselin, NJ 08830

Tel: 1.732.750.2901

Fax: 1.732.750.7990

1405 North Service Road East

Oakville, Ontario L6H 1A7

TF: 1.866.722.2040

Tel: 1.905.845.8668