Case Study: LeaderOne Financial achieves personalized client engagement and streamlined loan officer workflows with ActiveDEMAND

Financial Institution Gets Closer to Clients with Help from Marketing Automation

LeaderOne Financial Corporation, a U.S. mortgage and refinancing institution with more than 70 branches and 500 employees, needed to free loan officers and salespeople from repetitive tasks while consistently maintaining personal relationships with referral partners and clients. After finding a previous automation system too limited, LeaderOne moved to ActiveDEMAND and integrated it with the Pipedrive CRM to solve those challenges.

ActiveDEMAND enabled LeaderOne to nurture leads over long sales cycles, build targeted email campaigns, synchronize data with Pipedrive, and post activity-driven reminders—birthdays, follow-ups, meeting notes and even clients’ favorite snacks—to sales staff, freeing time and improving personalization. The ActiveDEMAND + Pipedrive solution strengthened referral and client engagement, increased operational efficiency across LeaderOne’s teams, and—per Greg Selters—delivered responsive support and ongoing feature enhancements.

LeaderOne Financial

Greg Selters

LeaderOne Financial