From first point of contact to final bill, Marlabs can help you discover the full picture of not only your customers themselves but of all their interactions in the journey with your organization. Thanks to our deep and multilayered experience with data management and the most popular customer relationship management (CRM) systems, like
Salesforce, our teams’ solutions help you understand not only
what is happening but also
why it’s happening.
We do this by integrating your entire marketing and sales tech stack, from front-end cookies and ad data to backend CMS, ERP, and app tracking data. This way, insights can lead to action, whether that’s by solving a process pain point, preventing fraud, or targeting an audience with the service they need most at the time they most need it.
By combining our expertise in using CRM systems to create 360
° views of customer journeys and implementing AI for predictive analytics, our solutions help you make targeted recommendations that best support your customers’ needs. From impressions to visits to conversions, and through the entire sales process, Marlabs can help you gain insight on who needs what services and digital products—and where, how, and why they need it.
One way we do this is through our partnership with AI platforms like
Perfecter.ai, a major player for AI in the financial services industry. By taking a comprehensive approach to discovering customer needs, we can create intelligently automated recommendations.
By incorporating AI platforms like
Perfecter.ai, financial services organizations can redefine the process of closing deals, sales, and contracts more quickly through examining the processes themselves. By automating processes like vetting loan applications, document and communication generation, and completing underwriting, we’ve helped organizations cut the manual efforts of their team by up to 90%.
In doing so, we’ve empowered internal teams to focus more on high-value work, rather than more mundane and repetitive tasks. Not only that, but our clients also see sales close more quickly and with fewer process hiccups or compliance concerns.