The Insurance Directory - MARKETING

MARKETING

CDA Solutions designs and executes bespoke direct marketing solutions for the financial services industry. We provide products and services throughout the direct marketing value chain and cover the direct marketing, sales and administration elements of the value chain. They are customised to our clients' specific markets, products, customers and legislative realities and commercial expectations.

Our Direct Marketing solutions include:

o Acquisitions

o Cross-sells and Upgrades

o Retention



XTRALINK is our digital multichannel communication and distribution platform, designed to combine various complementary services with existing financial products while facilitating regulatory requirements. The XTRALINK Platform proactively drives the utilisation of VAPs through ongoing engagement with, and education of, financial services customers as to the benefits and value provided by these products. Our own products include:

• KinLink

• RafLink



Back

Media, Marketing and PR

Company Name:

CDA Solutions

Contact Number:

010 005 3333

Email:

info@cdasolutions.co.za

Website:
https://www.cdasolutions.co.za
FSP Number:

47884

CDA Solutions

CDA Solutions designs and executes bespoke direct marketing solutions for the financial services industry. We provide products and services throughout the direct marketing value chain and cover the direct marketing, sales and administration elements of the value chain. They are customised to our clients' specific markets, products, customers and legislative realities and commercial expectations.

Our Direct Marketing solutions include:

o Acquisitions

o Cross-sells and Upgrades

o Retention



XTRALINK is our digital multichannel communication and distribution platform, designed to combine various complementary services with existing financial products while facilitating regulatory requirements. The XTRALINK Platform proactively drives the utilisation of VAPs through ongoing engagement with, and education of, financial services customers as to the benefits and value provided by these products. Our own products include:

• KinLink

• RafLink



Company Name:

CDA Solutions

Contact Number:

010 005 3333

Email:
info@cdasolutions.co.za
Website:
https://www.cdasolutions.co.za
Address:
3rd floor, 288 Kent Avenue, Johannesburg, GP
FSP Number:

47884

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MARKETING

CDA Solutions

Media, Marketing and...

CDA Solutions designs and executes bespoke direct marketing solutions for the financial services industry. We provide products and services throughout the direct marketing value chain and cover the direct marketing, sales and administration elements of the value chain. They are customised to our clients' specific markets, products, customers and legislative realities and commercial expectations. Our Direct Marketing solutions include: o Acquisitions o Cross-sells and Upgrades o Retention XTRALINK is our digital multichannel communication and distribution platform, designed to combine various complementary services with existing financial products while facilitating regulatory requirements. The XTRALINK Platform proactively drives the utilisation of VAPs through ongoing engagement with, and education of, financial services customers as to the benefits and value provided by these products. Our own products include: • KinLink • RafLink

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Chalk it Up

CDA Solutions

Education

CDA Solutions’ interactive mobile app, Chalk It Up (Chalki), assists school students in scheduling and monitoring their community service hours as required by the Department of Education for the curriculum of Life Orientation. Schools are provided with a platform with which to effortlessly authenticate, record and report on students’ community service hours. Chalki is the ideal platform to provide simple educational material for students to prepare them for life after school. This creates opportunities for FSPs to introduce their brand and distribute relevant financial consumer education to this captive youth market segment. With Chalki’s community service element, brands can partner with charities to further encourage student participation. CDA Solutions supports the Financial Services Consumer Education Foundation. Contact us for more information and opportunities to equip young people to make informed decisions, avoid financial pitfalls, and contribute to their personal well-being and the overall economic growth of society.
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CDA Solutions

CDA Solutions

Administrators

CDA Solutions provides a full suite of outsourced administrative functions. Node is our proprietary, web-based software which provides clients with real-time reporting and analysis to guide customer engagement strategies. Clients have policy management oversight via Node’s quality assurance and compliance module. Administrative services include: • Policy Administration o Endorsements o Policy fulfilment o Regulated policyholder communication. • Customer Service • Data analytics and reporting • Virtual Broker Consultants Our Virtual Broker Consultants assist Financial Advisors with various administrative tasks for increased efficiency and improved customer satisfaction. Contact us today to learn more about how we can help your business grow.

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