Drift > 实例探究 > 推动金融服务数字化转型:道富环球投资顾问公司案例研究

推动金融服务数字化转型:道富环球投资顾问公司案例研究

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适用行业
  • 零售
适用功能
  • 销售与市场营销
用例
  • 对话机器人
  • 时间敏感网络
服务
  • 培训
关于客户
道富环球投资顾问公司 (SSGA) 是道富公司的投资管理部门,总部位于马萨诸塞州波士顿。他们希望改变销售流程以满足客户不断变化的需求。
挑战
道富环球投资顾问公司 (SSGA) 传统上依靠面对面的互动来销售服务,但他们的客户正在寻求数字化体验。 COVID-19 加速了向数字化的转变。
解决方案
SSGA 实施了 Drift 聊天解决方案来与客户互动,改善客户的 360 度视图,提高销售效率并提供便捷的体验。
运营影响
  • The implementation of Drift brought significant operational benefits to SSGA. It not only helped them achieve their revenue goals but also convinced their sales team of the value of the Drift Conversation Cloud. It demonstrated that chatbots could enhance their performance. Drift facilitated meetings with key clients, including a CMO from a target account that their sales rep had been trying to reach. The sales rep was able to meet the client on their own terms, leading to a successful meeting and subsequent trade. Drift also provided SSGA with valuable insights into buyer behaviors, preferences, and interests in real-time. It revealed that C-suite executives were using chat to start transactions, enabling marketing and sales to refine their strategies. Furthermore, Drift allowed SSGA to capture target accounts with little additional work, providing immediate notifications when target accounts visited their website.

数量效益
  • $65M in allocations from Drift leads in 18 months

  • 2X attainment of trade goals by Q4

  • Reached six-month $15M revenue goal in half the time

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