Interview with Nita Menezes – CMO & Financial Coach – My Financial Advisor
PW: As a marketer what would you say are your current priorities?
NM: As a marketer, my current priorities encompass Customer Data Management & Analytics, staying in touch with the digital age using Social Media & Digital Communication channels and making sure that our organizations website is up to date with the latest trends specific to our industry.
PW: At My Financial Advisor, how has technology played a role in customer acquisition or retention?
NM: The usage of technology has played a pivotal role in reaching out to our targeted clientele. We are then able to provide a more customized offering using the best and updated software solutions. Social media sites like LinkedIn have helped us create awareness in the Corporate arena.
PW: How has technology played a role in new product development, market expansion or other areas?
NM: Technology has played a vital role at MFA.We have invested heavily in technology.As a firm we are proud to say that we are one of the few firms to use US and international software & technologies. We have implemented salesforce CRM and have customized it based on our processes. This has increased our productivity significantly and has also help serve clients more efficiently. On the other hand , Social media sites such as Linkedin ,Twitter, Facebook have helped us to reach out to prospective clients.
PW: Do you have a separate budget for the IT component of marketing? And how aligned are the marketing and IT functions in the organization?
NM: We have a strategy and budget for our marketing activities. Professional sites like LinkedIn and Twitter help us to talk to our clients about their thoughts, and services. Most of our clients subscribe to such networking sites. We initiate discussion on various financial forums and moderate such groups.