For Financial Services firms using Salesforce, ReachStack makes it easier to leverage data driven, personalized content sharing to understand, nurture & close new revenue opportunities faster.

Toronto, ON, Canada, February 14, 2022 – Today ReachStack announced the release of their newest sales enabler for Financial Services firms using Salesforce. This latest release available now in the AppExchange, makes it even easier for Financial Services professionals using Salesforce to leverage data driven, 1-1, personalized digital communication to help grow their business faster.

For most Financial Services professionals, being more visible with prospects/clients by delivering proactive, personalized information on regular basis, is a big opportunity to demonstrate expertise & services, differentiate vs competitors, increase retention and attract new business. Most professionals acknowledge this, but struggle to efficiently take advantage of this simple approach with prospects and clients.

The challenge is the amount of time it takes to figure out what each contact likes, then source and deliver approved content that satisfies them. That’s where ReachStack helps.

ReachStack helps SalesForce users automatically understand the products and topics of interest to every contact, then easily deliver more personalized information and knowledge to them, more frequently.

All ReachStack functionality, hot lists and interest insights are available within the User’s existing dashboard and specific contact profiles for easy access and use. 

“Firms and their users are extremely excited about this. The days of Financial Advisors connecting 3x a year doesn’t work anymore. Today’s digitally savvy Clients get bombarded with financial advice all day, so at minimum they expect a regular, personalized interaction illustrating their Advisor is present, understands them and is on top of what they care about. Firm’s are looking for ways to use technology to efficiently scale personalized communications, and we are excited to collaborate on this initiative.” ~ Brendan Kenalty, CMO & Partner, ReachStack.

Brendan Kenalty, CMO & Partner, ReachStack.

Visit the ReachStack listing in Salesforce AppExchange to learn more.

About ReachStack

ReachStack is an intelligent email platform for the Financial Services industry. ReachStack’s data driven, personalized content sharing technology makes it easy for all users across an organization to better understand and action each of their prospects/client’s interests, leading to increased satisfaction, referrals and demand for new services. For more information on ReachStack please visit ReachStack.com. To understand potential results at your firm please download our FREE business case.

For media enquiries, please contact:

Brendan Kenalty

CMO

ReachStack

416-459-7973

brendan.kenalty@reachstack.com