Based in London, the 28-year-old independent business works across the world’s largest financial centers. Clients have included Aviva, JP Morgan, BNP Paribas, STOXX and Pioneer Investments.
Rick Morris is delighted with the product, describing it as the perfect fit to deliver marketing campaigns for financial services companies. CANDDi arms the business with a tool that means lead generation and follow-up are approached in an intelligent and informed way.
Fin’s creative projects range greatly in value and as such require a soft and customised sell. CANDDi allows a personalized marketing strategy and a one-to-one approach to ongoing customer relationship management. Recipients are more open to the informed nature of the follow-up calls made by Fin.
Since CANDDi is able to integrate seamlessly with other marketing tools, Fin is also considering investment in a new CRM system, acknowledging the even greater benefits that this would bring.
As a marketing consultant, Rick Morris continues to recommend CANDDi to organizations he works with. When his clients are building their websites, Morris also recommends optimizing the design for the best use of CANDDi when it is implemented.