fintechbenchmark.com: The Fintech Benchmark

Analytics & Reporting

Capabilities to analyze, visualise, and report on the outcomes of marketing activities.

Analytics API: Programmatic access to analytics data for third-party tools.
Attribution Modeling: Tools to track and analyze marketing touchpoints throughout the client journey.
Customizable Reporting: Ability to build custom reports with chosen metrics and filters.
Data Visualization Tools: Charts, graphs, and dashboards to make analytics accessible.
Export Options: Download reports in multiple formats (CSV, XLS, PDF).
Funnel Analysis: Visualization and analytics of how leads progress through sales stages.
KPI Monitoring: Tracking and alerting of marketing key performance indicators.
ROI Tracking: Measurement of the financial return for each campaign or channel.
Real-time Dashboards: Instant visualizations of campaign and lead data.
Report Generation Speed: Average time required to generate a report.
Scheduled Reporting: Automated periodic delivery of reports to stakeholders.

Campaign Management

Features that enable the design, execution, and optimization of marketing campaigns across multiple channels.

A/B Testing: Functionality for split testing elements such as subject lines or offers.
Approval Workflows: System for campaign reviews and approvals by multiple stakeholders.
Audience Size Supported: The number of contacts or audience members the platform can handle per campaign.
Campaign Capacity: Maximum number of simultaneous campaigns supported.
Campaign Cloning: Quick duplication and re-use of previous campaigns.
Campaign Scheduling: Capability to schedule campaigns in advance for different time zones and customer segments.
Multi-channel Campaign Execution: Ability to create and deploy campaigns across channels like email, social media, SMS, and print.
Omni-channel Coordination: Orchestrate consistent messaging across all touchpoints.
Personalization: Dynamic modification of content within campaigns based on user data.
Segmentation: Ability to segment audiences based on attributes or behaviors.
Template Library: A pre-built library of campaign and email templates.
Version Control: Ability to manage revisions and restore previous versions of campaigns.

Content Management

Ability to create, store, manage, and distribute various forms of marketing and fund-related content.

Approval Workflows for Content: Structured process for internal content review and signoff.
Asset Tagging & Categorization: Organize content through metadata and folders for easy retrieval.
Branding Controls: Enforce corporate brand guidelines through templates and permissions.
Bulk Asset Upload/Download: Efficient handling of large quantities of content files.
Centralized Content Repository: Single location for management of all campaign assets (documents, banners, etc).
Content Repository Size: Total storage allocated for content assets.
Content Sharing & Distribution: Ability to distribute content internally or with external partners (e.g. IFAs, distributors).
Digital Rights Management: Control the usage and distribution rights of digital assets.
Document Version Control: Track changes and revert to prior versions of documents.

Data Quality & Management

Ensuring the accuracy, accuracy, and accessibility of all marketing and sales-related data.

Change History Tracking: Complete record of data modifications for audit and troubleshooting.
Custom Field Support: Support for a wide variety of field types and custom records.
Data Access API: Available APIs for accessing data programmatically.
Data Cleansing Tools: Automated processes to repair, complete, or remove poor quality data.
Data Import Wizard: Guided processes for uploading and mapping externally-sourced data.
Data Retention Controls: Automated enforcement of data retention policies based on jurisdiction.
Data Storage Capacity: Maximum database size for all customer and marketing data.
Data Validation: Automated checks to ensure records are entered in the correct format.
Duplicate Detection: Identify and flag duplicate data entries across leads, contacts, and accounts.

Integration & Connectivity

Features facilitating connection with external systems such as CRM, fund data providers, compliance systems, and other martech tools.

Batched Data Synchronization: Bulk and scheduled data transfers to reduce load and maintain consistency.
Compliance Platform Integration: Integration with regulatory compliance solutions (e.g., MiFID II, GDPR tracking).
Data Import/Export: Support for importing and exporting contacts, data, and campaign results.
Email Service Provider (ESP) Compatibility: Plug in to third-party or preferred ESPs.
Fund Platform Integration: Connection to fund management and distribution systems.
Marketing Data Warehousing: Centralized storage for structured marketing data.
Native CRM Integrations: Out-of-the-box integration with major CRM systems like Salesforce or Microsoft Dynamics.
Open API Access: Availability of application programming interfaces for custom connections.
Single Sign-On (SSO): Integration with corporate authentication systems.
Webinar/Events Integration: Syncing with webinar and event platforms for lead tracking.

Journey Orchestration & Automation

Features to automate and optimize the end-to-end client journey through the sales funnel, ensuring consistent touchpoints and efficient workflows.

Behavior-triggered Journeys: Automatically adjust journeys based on client engagement signals.
Journey Analytics: Reporting on journey progression, dropoff points, and conversion rates.
Journey Length Supported: Maximum number of steps or events within a single customer journey.
Journey Mapping Visualization: Graphical user interface for designing and viewing customer journeys.
Multi-step Workflow Automation: Visual autoscheduling of complex marketing or sales sequences.
Workflow Capacity: Maximum number of workflows or journeys that can be active concurrently.

Lead Management & Nurturing

Functions that capture, track, score, and nurture leads through the sales funnel.

Automated Lead Nurturing: Rules-based email drip programs and follow-up workflows.
CRM Integration: Native or API connections to CRM systems for seamless lead handover.
Contact Enrichment: Automatic enhancement of lead profiles with third-party data.
Duplicate Detection & Merging: Automatic identification and merging of duplicate lead records.
Lead Assignment: Automated routing of leads to sales or relationship managers.
Lead Capture: Integration with web forms, landing pages, and offline channels to capture leads.
Lead Database Size: Maximum number of leads supported in the platform.
Lead Scoring: Assign scores to leads based on behavior, demographics, and engagement.
Lead Segmentation: Ability to categorize leads by attributes for targeted nurturing.
Lead Source Tracking: Tracking the original source of each lead for ROI analysis.
Workflow Triggers: Event-based automation for lead engagement or notifications.

Personalization & Dynamic Content

Capabilities to tailor content and experiences to individual clients, segments, or behaviors.

Conditional Messaging: Automated display of content based on rules/triggers.
Dynamic Web Content: Show different website experiences based on client segment or behavior.
Multi-language Support: Personalized communications in multiple global languages.
Personalization Rules Capacity: Maximum number of complex rules supported for content personalization.
Personalized Email Content: Dynamic insertion of individual data (e.g., name, portfolio, investment preferences).
Recommendation Engine: AI-driven recommendations for investment products or educational resources.

Regulatory Compliance & Security

Features ensuring adherence to financial and data privacy regulations in fund distribution.

Access Logging: Monitoring and logging all data access and changes.
Audit Trails: Recordkeeping of all user, system, and client actions.
Consent Management: Capture and manage client communication preferences and regulatory consents.
Data Encryption: Encryption of data at rest and in transit.
Data Retention Policies: Automated enforcement of data retention and purging policies.
GDPR & Local Law Compliance: Tools ensuring storage and use of client data meet applicable standards.
PII Data Masking: Masking of personally identifiable information in UI and exports.
Role-based Permissions: Granular user access controls based on roles.

Support & Training

Capabilities relating to customer support, onboarding, and ongoing user education.

24/7 Support Availability: Access to technical support and troubleshooting around the clock.
Community Forums: Access to a user community for sharing tips and best practices.
Dedicated Customer Success Manager: Named manager assisting with adoption and maximizing use of platform.
In-app Guidance: Contextual help and walkthroughs within the application interface.
Knowledge Base: Comprehensive self-serve documentation, FAQs, and guides.
Onboarding Services: Guided onboarding and setup assistance for new customers.
Support Response SLA: Published service level agreement for support response time.
User Training Webinars: Regularly-held training for platform end-users.

User Management & Collaboration

Enabling teams to work cooperatively and securely within the marketing platform.

Approval Workflows: Pre-defined stages for approval and stakeholder signoff.
Commenting & Notes: Ability to annotate, comment, or tag collaborators on campaigns.
Multi-user Collaboration: Simultaneous, real-time work on campaigns and data.
Role-based Access Control: Customisable permissions and user roles for security and process management.
Team Task Assignment: Delegation of tasks or campaign steps to teammates.
User Audit Trails: Comprehensive logs of user activity for compliance and troubleshooting.
User Capacity: Number of users that can simultaneously access the platform.

Marketing Automation Platforms features explained

for Distribution & Sales