CRM & MARKETING AUTOMATION

for assurance & financial advisor – INA SWISS

for assurance & financial advisor – INA SWISS

CRM implementation | Marketing Autoamtion

 

Our collaboration has been focused on digitalizing their lead generation, management, and conversion routine and operations.

Brandfinity implemented a new CRM, automated marketing, and admin tasks by creating a custom pipeline for the sales team, segmentation, custom forms and personalized emails. 

Additionally, we helped to create the presence of their business on Google Maps, and launched digital advertising campaigns.

 

marketing automation
  • CRM implementation
  • Marketing Automation 
  • Set -up of Google My Business
marketing automation
  • CRM implementation
  • Marketing Automation 
  • Set -up of Google My Business
  • Advertising – Google Search | Meta
  • Emailing
Emailing and marketing autoamtion
Emailing and marketing autoamtion
  • Advertising – Google Search | Meta
  • Emailing

About INA SWISS

Financial consultancy Ina Swiss, a trusted provider in the canton of Geneva. 

Ina Swiss –  Get peace of mind for yourself and your loved ones. Anticipate your financial, tax duties, and retirement planning, and get help on the choice of assurance for a worry-free future.

 Services they provide: 

  • Analysis of customer situation (Individuals, Self-employed, Companies)
  • Calculation of any gaps in the system
  • Implementation of a strategy to fill these gaps (LPP, LAA, 3e pilier, loss of earnings)
  • Management of retirement assets (vested benefits account)
  • Tax returns
  • Ordinary subsequent taxation
  • Withholding tax adjustment
  • Swiss retirement planning
  • French retirement planning
  • Health insurance (basic and supplementary)
  • Legal protection
  • Civil liability
  • Household inventory
  • Car

We’re proud to partner with Ina Swiss and witness the beautiful outcomes of our joint efforts.

Discover more about Ina.swiss

 

Discover other  projects here 

We are excited to introduce you to other projects we have carried out in the field of education.

Here are some examples of our previous projects:

NCAcademy

HEG- FR

EHG & Belvoirpark

Wall Street English

We look forward to guiding you in your digital success in the education sector.

Please do not hesitate to contact us if you have any questions or would like to discuss your specific project. Visit the page Digital marketing for Education

 

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