Sales and marketing software for business development growth

Leading the financial services industry through market-leading technology.

Northern Trust is a preeminent global financial institution that provides asset servicing, investment management, and wealth management services for institutions, high-net-worth individuals, and families. Their unique technological capabilities, multi-faceted investment strategies, and culture of integrity shape their position as a leading financial services provider.

They have earned this by providing differentiated, exceptional service tailored to each client’s specific needs. Their market-leading technological capabilities, spanning from artificial intelligence for currency management, blockchain for fund administration, and cloud-based solutions to deliver personalized wealth management services, allow them to provide the highest level of service.

The challenge

The Northern Trust Corporation needed a software solution that would allow them to prospect potential customers and support the goals of their sales and marketing teams. The necessary tool to provide valuable information so the marketing and sales teams could qualify the prospect clients and optimize their business development efforts.

This tool needed to be data-driven and provide a great user experience to support quick adoption among users.

The solution

Intersog built an educational and engaging prospecting tool that could reach a wide net to wealth-minded individuals and helps the marketing and sales team qualify their target prospects, those with 10+ million dollars to invest in Northern Trust Corporation solutions.

Through the categories of lifestyle choices, family, philanthropy, lifestyle, and capital assets, this dynamic app sets the user through a path of interactive content to provide advisement and insights on managing their wealth assets. The marketing and sales teams later obtained this information.

With quizzes, Q&As, contact the experts, and other features, Northern Trust is collecting valuable data with the usage of analytics tools and a user registration process that prompts users to provide additional details. Some of the functional features that we developed for the app are the following:

• Encrypted, secure data transfer; registration, login/authentication with user profile and preferences.
• Interactive education for a life-driven approach to wealth management.
• Access to articles, images, toolkits, bookmarks, favorites, checklists, quizzes, videos, and podcasts delivered to the iPad through a robust web-based CMS managed by Northern Trust.
• Retirement Calculator.
• It has advanced search functionality.
• CMS allows for formatting, uploads, publish/expire data parameters, changing category names, and much more.

The impact

We helped The Northern Trust Corporation build a custom marketing and prospecting tool to target and qualify potential customers and support their business growth by collecting valuable data through analytics tools. Some of the many benefits that they obtained are:

• The app educates the target audience and others.
• The analytics system drills into the likelihood of the user being a target prospect.
• It enables Northern Trust to personalize content based on user responses and app interactions.
• Northern Trust can cast a wide net to a broad user base with low cost and high effectiveness.