5 steps to turn one-off contracts into long-term partnerships
A client nobody looks after will sign their next contract somewhere else. Regular, relevant communication keeps your name on their mind — and brings you referrals.
Systematic contact collection and management
Your database of clients and prospects is the foundation of your practice. Quanda helps you keep it up to date, segmented and ready to use.
- Forms for consultation requests or financial situation questionnaires.
- Automatic assignment of contacts by the products they hold and their life stage.
- An instant confirmation to the prospect and a new-lead notification to the advisor.
Campaigns targeted at the client's life situation
A young family is dealing with a mortgage and insurance; a client approaching retirement is thinking about income. Quanda helps you send each of them the topic they are dealing with right now.
- Campaigns based on the products a client already holds — and the ones they are missing.
- Automatic outreach before a mortgage rate period ends or on a contract anniversary.
- Content that responds to life events — family, housing, retirement planning.
Automated client communication without manual work
Quanda keeps track of follow-ups, reviews and reminders for you. You focus on meetings and advice.
- Follow-up emails after a meeting, with a summary and the next steps.
- Automatic reminders for regular contract and portfolio reviews.
- Reactivation campaigns for clients you have not spoken to in a while.
Education that builds trust and expert standing
Clients do not buy products — they buy the certainty that somebody is looking after them. Regular expert content makes you the advisor people trust.
- A regular newsletter with news from the world of finance and investment.
- Explainer series about products and household financial health.
- Alerts about legislative changes that affect your clients.
Feedback that brings referrals
The best source of new clients is a recommendation from a happy one. Quanda helps you measure satisfaction and turn it into references.
- An automatic satisfaction survey after a meeting or once a case is resolved.
- Catching dissatisfaction quickly, before the client walks away.
- An automatic request for a referral from satisfied clients.
Connected to your favourite CRMs
Connect Quanda to your CRM and communicate based on real data
Data about contracts, anniversaries or rate periods can automatically trigger precisely targeted communication — with no manual work from the advisor. On top of that, the processed data personalizes the content of every email for each recipient.
Indicative ranges from projects with Quanda clients. Actual results depend on the size of your client base, the number of contracts managed and how regularly you communicate.
What financial advisors ask before adopting Quanda
Marketing automation for financial advisors is a system that takes regular communication with the client base off the advisor: collecting consultation requests from forms, alerts before the end of a mortgage fixation or a contract anniversary, quarterly overviews, an educational newsletter and a survey after a meeting. In Quanda it runs on data from your CRM or contract management system, so the advisor calls the client at the moment it is relevant to them.
Raynet CRM and Pipedrive have a ready-made two-way integration in Quanda: they synchronise contacts and write sent campaigns back to the client record. For Raynet CRM the integration is activated on both the Quanda and the Raynet side, for Pipedrive activation in Quanda is enough. Helios iNuvio and BlueJet CRM are connected through Quanda HUB, as is every integration where communication is automated on documents such as contracts or anniversaries. Quanda HUB can also connect a contract management system or other CRMs; integrations with ABRA and CESAR are currently under negotiation.
Quanda starts at €1 per month in the Standard plan for a database of up to 500 contacts with yearly billing. The price grows with the number of contacts in your database, with no activation fees, so an advisor starting out with a smaller client base pays the least. The full price list for all plans is on the Pricing page.
Implementation has four steps: connecting your CRM or contract management system, preparing forms, emails and surveys, setting up and launching automation scenarios, and training on evaluating results. Our team guides you through every step; on your side a CRM administrator and the advisor or team lead responsible for client care are enough. We agree the scope and timeline at the introductory demo.
The most common scenarios are a consultation request confirmation with a proposed date, an alert a few months before the end of a mortgage fixation, a contract anniversary reminder with a review proposal, a quarterly performance overview, a regular educational newsletter, a survey after a meeting and an email asking satisfied clients for referrals. Every scenario has a trigger event, conditions and an action, for example sending an email or notifying the advisor.
With regular content that is valuable to the client even without a meeting: an overview of changes in rates, taxes and insurance, tips on a savings buffer or savings products and a quarterly summary of how they stand. Quanda sends it to the whole client base according to the types of contracts each client holds, and the advisor sees who opens the content and clicks to book a meeting. How to fine-tune such an email is covered in an article on our blog.
Every field from the CRM is available in the email as a merge tag: client name, contract type, signing date, anniversary, end of fixation, meeting date and form or the assigned advisor with photo and phone number. One template reaches every client with the details of their own contract and from their own advisor.
Yes. The account is free for 14 days, with no payment card and no commitment. You can try forms, email campaigns and surveys. If you want to see how the scenarios would work on data from your CRM, book a demo and we will walk through it with you using your client base as the example.
A Quanda demo in 30 minutes
If you want to see how Quanda works and how you could use it in your company, we will gladly show you everything live, with concrete examples focused on your industry.
- We will find a date and time that suits you.
- In 30 minutes we will show you what Quanda can do and how it works.
- We will answer your questions.
CEO
Sales Director
30 minutes online, on Google Meet
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Hundreds of companies, one shared feeling
Read in their own words what marketers value most about working with Quanda every day.
Performia, spol. s r.o.
Quanda has great customer support
„Quanda is built by a Czech team that helps you whenever you call, does its best to meet your needs and keeps moving forward and improving.“
LiteCom s.r.o.
200 new customers thanks to Quanda
„Over its existence, LiteCom has managed to help 720 companies — around two hundred of them thanks to the fact that we use Quanda. And we have for 8 years now.“
TESTOVACÍ TECHNIKA s.r.o.
Overall, I like Quanda's company culture
„I like the statistics and the templates for bulk emails. Overall, I like Quanda's company culture and the friendly relationships both inside the company and with customers.“
VETOS group s.r.o.
Big thanks — sending campaigns has become fun for us
„The solution was right next to me the whole time, I just had to discover it myself. Big thanks — sending campaigns has become fun for us; the tool is intuitive and clear.“
Kočičí přání, z.s.
Thanks to Quanda we can reach potential donors better
„Thanks to Quanda we can reach potential donors better. We keep increasing the intensity of our communication and readership, and thus raise more funds for abandoned animals.“
Delfín travel s.r.o.
We started with about 600 contacts. Today we have 71 thousand
„Thanks to Quanda, the number of our email addresses and active readers keeps growing. We started at roughly 600 and now it is around 71,000 readers, which is absolutely great.“
Datascan, s.r.o.
The interface is very simple and intuitive
„Quanda lets you sort contacts into groups clearly. The interface is very simple and intuitive — almost anyone can create emails without lengthy training. And the cherry on top is the Czech support.“
DOMY D.N.E.S. s.r.o.
AI saves us a lot of time creating campaigns
„We really appreciate the improvement in the form of connecting Quanda with Claude AI! This tool saves us a lot of time creating new e-mail campaigns! Thank you Quanda, this really turned out great!“
DITON s.r.o.
By chance, I now have a much more effective tool in my hands
„Converting all our paper questionnaires into electronic form without human error used to take an incredible amount of time. By chance, I now have a much more effective tool — Quanda.“
Unomedical s.r.o., Convatec
We appreciate the interest of the whole Quanda team
„We appreciate the interest of the whole Quanda team. They always make sure everything works as it should and ask whether we need help with anything. Communication with the team is excellent, efficient and very helpful.“
Perfect World s.r.o.
Quanda handles email campaigns, surveys and forms
„What we like most is that Quanda does not only do email campaigns — it also offers surveys, which we work with a lot, forms that quickly let us get new contacts under control, and last but not least great tagging and contact management.“
Kouč a mentor
I appreciate that Quanda is backed by people with marketing experience
„Above all I appreciate that Quanda is not just a tool developed by programmers — behind it are people with rich marketing experience. So I can ask them directly and they advise me how to create emails that come across the way I need.“
GUMEX SK, spol. s r.o.
A simple and great way to work with mailing
„A simple, clear and great way to work with mailing and customer databases. What matters to me is that they are always willing to listen and solve the problems that occasionally come up. I am also grateful that they proactively call and ask… I really value that.“
Backbone s.r.o.
Quanda keeps evolving and working with it keeps getting easier
„Thanks to Quanda we managed to raise public awareness of our company, and quite easily. We turned videos into an email series that is sent to customers automatically. From these emails we got all kinds of statistics and customer feedback, and our communication improved significantly.“
TC MACH, s.r.o.
Quanda won me over with how easy it is to use
„Quanda impressed me with its intuitive interface and ease of use, which makes email communication much easier. Quanda lets us sort contacts into groups clearly, which is very important for our company. Thanks to the support team and the efficiency of this programme, sending emails has become real fun for me.“
LR health and beauty
Quanda helped me increase revenue and get a better response
„What I enjoy most about Quanda is its intuitive design and the perfect support whenever there is trouble. After two years of using Quanda I cannot imagine going back to the original, somewhat chaotic system. Quanda's results naturally showed in higher revenue and a better response from customers and leads.“
LITE Pardubice
I really appreciate that new improvements keep coming
„I have been using Quanda in our company for several years and I am completely satisfied with the service. I really appreciate that new improvements keep coming that make working with emails easier — recently, for example, an email text preview right in the list. Whenever I needed advice, I got a fast and clear answer.“
Koeximpo, spol. s r.o.
Preparing our campaigns is now much easier
„We appreciate the intuitive content editing and the ready-made guides that helped us get to know Quanda. The campaign statistics are invaluable to us. Quanda's range of tools is wide, and the modules we use have improved our communication. We can recommend Quanda as a good tool for improving sales and customer relationship management.“
HCA Moravia s.r.o.
Building professional templates now takes just a few minutes
„Connecting Quanda with AI has sped up my work enormously and taken the look of our e-mails to a new level. Thanks to precise generation of clean, responsive HTML code that follows our company brand, I no longer have to deal with technical glitches and everything looks perfect on every device. Building professional templates now takes me just a few minutes.“
LORIKA
We can create professional campaigns
„We have been using Quanda for 8 years. We appreciate that we can create professional campaigns without any special technical knowledge. We also use the surveys, which help us gather information about our products and the quality of our services. A big advantage is the ability to split contacts into different categories, which significantly increases the relevance of our campaigns.“
Print Partners
Creating emails and surveys in Quanda is very easy
„Quanda simply helps us not only improve our services but also effectively reach our current and potential customers. I personally really appreciate the clear statistics Quanda creates automatically for every email campaign. We track, for example, the number of opened emails or click-throughs to our website, and thanks to that we can evaluate the success of every campaign.“
Koito Czech s.r.o.
Thanks to the video guides, Quanda and I became friends instantly
„Due to a colleague's unexpected absence I had to learn to work with Quanda as fast as possible. The excellently produced videos helped me a lot — thanks to them I made friends with Quanda immediately and understood the basic principles. Everything since then has been very intuitive. We do not use all of Quanda's features yet — I look forward to discovering them soon.“
CKM SYTS
Thanks to Quanda, our email sales more than tripled
„We would like to thank you and your whole team for the quality system and excellent service you provide to us as Quanda users. We value your approach to Quanda's development — how carefully you listen to our suggestions for improvements and how you implement them. Last but not least, we value the fast and effective support. All of this supports our business success too. THANK YOU!“
ConvaTec ČR s.r.o.
What caught my attention about Quanda is how simple it is to use
„We have been using Quanda for many years, since 2014. What caught my attention is the simplicity of use and the great flexibility in the graphic design of email campaigns. Quanda is a very effective tool — I especially appreciate the option to create and automatically send email series. I would also like to highlight the great customer support and the speed of communication.“
OK VITAMINS s.r.o.
And I must tell you right away that I am pleasantly surprised
„I do not know exactly how everything works yet, but I sent my first email and received orders from customers who had not ordered for a few years (I call them lost customers) — the profit from them covered a year and a half of using your product. And I used to send emails often through various channels. So I am really looking forward to using your programme further and to our continued cooperation.“
Městská knihovna Tábor
I like working with templates and how easy preparing a newsletter is
„The statistics are great — I can see exactly what effect our newsletter had and how the changes we made affected the campaign performance. I also like working with the templates and how simple preparing a newsletter is. And last but not least, the wonderful technical support. To be honest, I have already received many questions from friendly organizations about how we manage to have such a nice, well-designed newsletter. So we are very satisfied, thank you!“