{"id":31503,"date":"2024-03-12T08:13:03","date_gmt":"2024-03-12T08:13:03","guid":{"rendered":"https:\/\/brandfinity.ch\/project\/microsoft-dynamics-sales-marketing-copy\/"},"modified":"2025-04-16T11:22:40","modified_gmt":"2025-04-16T11:22:40","slug":"marketing-automation-for-assurance-and-finance-advisor","status":"publish","type":"project","link":"https:\/\/brandfinity.ch\/en\/project\/marketing-automation-for-assurance-and-finance-advisor\/","title":{"rendered":"Marketing automation | assurance &#038; finance advisor"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; background_color=&#8221;#090A3C&#8221; background_enable_image=&#8221;off&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_center&#8221; custom_padding=&#8221;||6px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.24.0&#8243; text_font=&#8221;|600|||||||&#8221; text_text_color=&#8221;#004FFF&#8221; text_font_size=&#8221;24px&#8221; header_font=&#8221;|600|||||||&#8221; header_text_color=&#8221;#004fff&#8221; header_font_size=&#8221;24px&#8221; custom_margin=&#8221;-45px||0px||false|false&#8221; custom_margin_tablet=&#8221;0px||||false|false&#8221; custom_margin_phone=&#8221;0px||||false|false&#8221; custom_margin_last_edited=&#8221;on|desktop&#8221; custom_padding=&#8221;0px||20px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1 class=\"p1\">CRM &amp; MARKETING AUTOMATION<\/h1>\n<p>[\/et_pb_text][et_pb_text disabled_on=&#8221;on|on|off&#8221; _builder_version=&#8221;4.24.0&#8243; text_font=&#8221;NeurialGrotesk|600|||||||&#8221; text_text_color=&#8221;#ffffff&#8221; text_font_size=&#8221;49px&#8221; text_line_height=&#8221;77px&#8221; header_font=&#8221;NeurialGrotesk||||||||&#8221; header_text_color=&#8221;#ffffff&#8221; header_font_size=&#8221;49px&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;40px&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_tablet=&#8221;&#8221; text_line_height_phone=&#8221;60px&#8221; text_line_height_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>for assurance &amp; financial advisor &#8211; INA SWISS<\/p>\n<p>[\/et_pb_text][et_pb_text disabled_on=&#8221;off|off|on&#8221; _builder_version=&#8221;4.24.0&#8243; text_font=&#8221;NeurialGrotesk|600|||||||&#8221; text_text_color=&#8221;#ffffff&#8221; text_font_size=&#8221;49px&#8221; text_line_height=&#8221;77px&#8221; header_font=&#8221;NeurialGrotesk||||||||&#8221; header_text_color=&#8221;#ffffff&#8221; header_font_size=&#8221;49px&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;31px&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_tablet=&#8221;&#8221; text_line_height_phone=&#8221;60px&#8221; text_line_height_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><span>for assurance &amp; financial advisor &#8211; INA SWISS<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.4&#8243; background_color=&#8221;#ffffff&#8221; min_height=&#8221;400px&#8221; custom_margin=&#8221;||-200px||false|false&#8221; custom_padding=&#8221;3px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;NeurialGrotesk||||||||&#8221; text_text_color=&#8221;#77839a&#8221; text_font_size=&#8221;20px&#8221; text_line_height=&#8221;1.8em&#8221; background_layout=&#8221;dark&#8221; hover_enabled=&#8221;0&#8243; text_font_size_tablet=&#8221;2vw&#8221; text_font_size_phone=&#8221;14pt&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h2><strong><span style=\"color: #004fff;\">CRM implementation | Marketing Automation<\/span><\/strong><\/h2>\n<p><span style=\"color: #004fff;\">\u00a0<\/span><\/p>\n<p>Our collaboration has been focused on digitalising their lead generation, management, and conversion routine and operations.<\/p>\n<p>Brandfinity implemented a new CRM, automated marketing, and admin tasks by creating a custom pipeline for the sales team, segmentation, custom forms and personalised emails.<span>\u00a0<\/span><\/p>\n<p>Additionally, we helped to create the presence of their business on Google Maps, and launched digital advertising campaigns.<\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.4&#8243; background_enable_color=&#8221;off&#8221; min_height=&#8221;400px&#8221; custom_margin=&#8221;-7px||-38px|||&#8221; custom_padding=&#8221;2px||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.27.4&#8243; min_height=&#8221;335px&#8221; custom_margin=&#8221;50px|auto||auto|false|false&#8221; custom_padding=&#8221;1px||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/brandfinity.ch\/wp-content\/uploads\/2024\/03\/Marketing-automationd-Message-520&#215;360-px.webp&#8221; alt=&#8221;marketing automation &#8221; title_text=&#8221;Marketing automationd Message-520&#215;360-px&#8221; disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||70px||false|false&#8221; custom_padding=&#8221;0px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;NeurialGrotesk||||||||&#8221; text_text_color=&#8221;#77839a&#8221; text_font_size=&#8221;20px&#8221; text_line_height=&#8221;1.8em&#8221; background_layout=&#8221;dark&#8221; text_font_size_tablet=&#8221;2vw&#8221; text_font_size_phone=&#8221;14pt&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li>CRM implementation<\/li>\n<li>Marketing Automation<\/li>\n<li>Set -up of Google My Business<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/brandfinity.ch\/wp-content\/uploads\/2024\/03\/Services-Ina-swiss-520&#215;360-px.jpg&#8221; alt=&#8221;Emailing and marketing autoamtion&#8221; title_text=&#8221;Services Ina swiss-520&#215;360-px&#8221; disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; custom_margin=&#8221;||70px||false|false&#8221; custom_padding=&#8221;0px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;NeurialGrotesk||||||||&#8221; text_text_color=&#8221;#77839a&#8221; text_font_size=&#8221;20px&#8221; text_line_height=&#8221;1.8em&#8221; background_layout=&#8221;dark&#8221; text_font_size_tablet=&#8221;2vw&#8221; text_font_size_phone=&#8221;14pt&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li style=\"text-align: left;\">Advertising &#8211; Google Search | Meta<\/li>\n<li style=\"text-align: left;\">Emailing<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.22.1&#8243; min_height=&#8221;251px&#8221; custom_margin=&#8221;|auto||auto|false|false&#8221; custom_padding=&#8221;||||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;NeurialGrotesk||||||||&#8221; text_text_color=&#8221;#77839a&#8221; text_font_size=&#8221;20px&#8221; text_line_height=&#8221;1.8em&#8221; header_text_color=&#8221;#77839a&#8221; header_2_text_color=&#8221;#77839a&#8221; background_layout=&#8221;dark&#8221; text_font_size_tablet=&#8221;2vw&#8221; text_font_size_phone=&#8221;14pt&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><\/h2>\n<h2>About INA SWISS<\/h2>\n<p><span> <\/span><\/p>\n<p>Financial consultancy <a href=\"https:\/\/ina.swiss\/\">Ina Swiss<\/a>, a trusted provider in the canton of Geneva.<span>\u00a0<\/span><\/p>\n<p>Ina Swiss \u2013 \u00a0Get peace of mind for yourself and your loved ones. Anticipate your financial, tax duties, and retirement planning,<span> and\u00a0<\/span>get help on the choice of assurance for a worry-free future.<\/p>\n<p><strong>Services they provide:<\/strong><span>\u00a0<\/span><\/p>\n<ul>\n<li>Analysis of customer situation (Individuals, Self-employed, Companies)<\/li>\n<li>Calculation of any gaps in the system<\/li>\n<li>Implementation of a strategy to fill these gaps (LPP, LAA, 3e pilier, loss of earnings)<\/li>\n<li>Management of retirement assets (vested benefits account)<\/li>\n<li>Tax returns<\/li>\n<li>Ordinary subsequent taxation<\/li>\n<li>Withholding tax adjustment<\/li>\n<li>Swiss retirement planning<\/li>\n<li>French retirement planning<\/li>\n<li>Health insurance (basic and supplementary)<\/li>\n<li>Legal protection<\/li>\n<li>Civil liability<\/li>\n<li>Household inventory<\/li>\n<li>Car<\/li>\n<\/ul>\n<p><span>We&#8217;re proud to partner with Ina Swiss and witness the beautiful outcomes of our joint efforts. <\/span><\/p>\n<p><span>Discover more about <a href=\"ina.swiss\">Ina.swiss<\/a><\/span><\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.27.4&#8243; custom_padding=&#8221;40px||200px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/brandfinity.ch\/wp-content\/uploads\/2023\/12\/temoignage-FB-1200&#215;628-px-300&#215;157.webp&#8221; alt=&#8221;Microsoft Dynamics sales and Marketing&#8221; title_text=&#8221;temoignage- FB-1200&#215;628-px&#8221; align=&#8221;center&#8221; disabled_on=&#8221;on|on|on&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||70px||false|false&#8221; custom_padding=&#8221;0px||||false|false&#8221; disabled=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text disabled_on=&#8221;on|on|on&#8221; _builder_version=&#8221;4.24.0&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;NeurialGrotesk||||||||&#8221; text_text_color=&#8221;#77839a&#8221; text_font_size=&#8221;20px&#8221; text_line_height=&#8221;1.8em&#8221; background_layout=&#8221;dark&#8221; text_font_size_tablet=&#8221;2vw&#8221; text_font_size_phone=&#8221;14pt&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; disabled=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<blockquote>\n<p class=\"p1\">&#8220;We really appreciated Brandfinity&#8217;s ability to translate business needs into functionalities within our CRM and marketing automation, but also to manage the implementation, training, and transformation of processes within schools.&#8221;<\/p>\n<p>&#8220;The evolutionary maintenance of the CRM was transferred to the HES-SO IT team, with Brandfinity supporting the transition phase and the collection of user needs to extend the use of the CRM to other schools at HES-SO Fribourg.&#8221;<\/p>\n<\/blockquote>\n<p class=\"p1\"><em>Daniel Plaschy, responsable IT , HES-SO Fribourg<\/em><\/p>\n<p class=\"p1\">[\/et_pb_text][et_pb_text disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.22.1&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;NeurialGrotesk||||||||&#8221; text_text_color=&#8221;#77839a&#8221; text_font_size=&#8221;20px&#8221; text_line_height=&#8221;1.8em&#8221; background_layout=&#8221;dark&#8221; text_font_size_tablet=&#8221;2vw&#8221; text_font_size_phone=&#8221;14pt&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 class=\"p1\"><\/h2>\n<h2 class=\"p1\"><span style=\"color: #004fff;\">Discover other\u00a0 projects <span style=\"text-decoration: underline;\"><a href=\"https:\/\/brandfinity.ch\/projets\/\" style=\"color: #004fff; text-decoration: underline;\">here\u00a0<\/a><\/span><\/span><\/h2>\n<p><span style=\"text-decoration: underline;\"><\/span><\/p>\n<p class=\"p1\">We are excited to introduce you to other projects we have carried out in the field of education.<\/p>\n<p class=\"p1\">Here are some examples of our previous projects:<\/p>\n<p class=\"p1\"><a href=\"https:\/\/brandfinity.ch\/en\/project\/marketing-automation-ncacademy\/\">NCAcademy <\/a><\/p>\n<p class=\"p1\"><a href=\"https:\/\/brandfinity.ch\/en\/project\/digital-strategy-and-leads-generation\/\">HEG- FR<\/a><\/p>\n<p class=\"p1\"><a href=\"https:\/\/brandfinity.ch\/en\/project\/digital-strategy-and-brand-identity\/\">EHG &amp; Belvoirpark<\/a><\/p>\n<p class=\"p1\"><a href=\"https:\/\/brandfinity.ch\/en\/project\/wall-street-english\/\">Wall Street English<\/a><\/p>\n<p class=\"p1\">We look forward to guiding you in your digital success in the education sector.<\/p>\n<p class=\"p1\">Please do not hesitate to contact us if you have any questions or would like to discuss your specific project. Visit the page <a href=\"https:\/\/brandfinity.ch\/en\/education-marketing\/\" target=\"_blank\" rel=\"noopener\">Digital marketing for Education<\/a><\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/brandfinity.ch\/en\/contact\/&#8221; button_text=&#8221;work with us&#8221; disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.17.4&#8243; custom_button=&#8221;on&#8221; button_bg_color=&#8221;#090a3c&#8221; button_border_color=&#8221;#090A3C&#8221; button_border_radius=&#8221;0px&#8221; button_font=&#8221;&#8211;et_global_heading_font|700|||||||&#8221; background_layout=&#8221;dark&#8221; custom_padding=&#8221;1vw|3vw|1vw|3vw|true|true&#8221; custom_padding_tablet=&#8221;2vw|5vw|2vw|5vw|true|true&#8221; custom_padding_phone=&#8221;3vw|7vw|3vw|7vw|true|true&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; button_text_size_tablet=&#8221;2vw&#8221; button_text_size_phone=&#8221;3vw&#8221; button_text_size_last_edited=&#8221;on|phone&#8221; custom_css_main_element=&#8221;border-top-left-radius:0px !important;||&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>CRM &amp; MARKETING AUTOMATIONfor assurance &amp; financial advisor &#8211; INA SWISSfor assurance &amp; financial advisor &#8211; INA SWISSCRM implementation | Marketing Automation \u00a0 Our collaboration has been focused on digitalising their lead generation, management, and conversion routine and operations. 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