1. It’s not business. It’s personal.
Larry Lubin | CEO and Co-Founder
Matt Wrobel | Strategic Marketing and Product Development
Carte Wealth Partnership
October 20, 2017
© 2017 BLUERUSH Digital Media Corp. All rights reserved.

2. More and more, we’re watching the paradigm of digital and FinTech unfold.

3. Regulations and Technology Are Putting Pressure On Cost and Need To Add More Value
© 2017 BLUERUSH Digital Media Corp. All rights reserved.
Client: Manulife Retirement Savings

4. High Tech
High Touch

7. Collateral Management
Sales and Marketing Enablement Platform
Collateral Management
Intelligent organization and presentation of content to sales and marketing people and systems
User Management
Intelligent organization and presentation of customer and prospect lists based on campaign level sales and marketing objectives
Content Distribution
Custom Templates
Personalized Landing Pages
Personalized Video:
Secure Messaging Platforms
Marketing Automation
Data Sources
Content Management, Contact Management, AI, 3rd Party Content
Data Sources
Content Management, Contact Management, AI, Personalization
integrations
CMS, DAM…
Integrations
CRM, Service Providers..
Business Drivers
Acquisition
Cross-sell and Upsell
Retention
Win-Back
Meets stringent compliance and auditability requirements of banks and the Big 4 audit firms
Enterprise SaaS platform with robust reporting, tracking, workflows and permissions
Scalable and secure hosting

8. Transforming Financial Tools Into Sales Enablers
With video, data, and AI, customers get a personalized video to guide them through their financial needs

9. It’s not business. It’s personal.
Matt Wrobel | ; ext. 230 |
BLUERUSH.com
© 2017 BLUERUSH Digital Media Corp. All rights reserved.