Gefen

EVERY CUSTOMER HAS A PERFECT MOMENT.
HELP YOUR AGENTS MAKE IT COUNT.

Enable distributed enterprise agents, brokers and advisors to digitally reach, engage and connect with their customers, creating meaningful and valuable interactions across all channels

+100%

Agent Productivity

+50%

Business Opportunities

8.54/10

Net Promoter Score

-400%

Agent Tools TCO

+30%

Agent Retention

3-4

Months to Go Live

The all-in-one platform that connects your agents with their customers, using your content and marketing strategy, personalized to their needs.

Agents get a personalized website based on enterprise content

Agents connect with customers at the right time, when relevant and convenient

Agents use a personalized website to drive quality leads, as well as market and sell across all digital channels

Agents can launch automated yet personalized campaigns that free up time and help them focus on growth

AUTOMATE FOR AUTHENTICITY

Create, orchestrate and distribute automated smart campaign workflows for various stages of agents’ marketing & sales cycle

TRACK AND MONITOR

Track agent campaigns and gain real-time visibility into your full distribution funnel - top to bottom

CONTROL COMPLIANCE

Easily achieve FINRA/SEC/IIROC/FCA compliance by monitoring digital agent - customer communications

SMART DECISIONS

Integrate with your legacy, content and marketing systems for ease and intelligence

EASY AND FAST

Get your digital agent network up and
running within three-four months

* Awarded to a Gefen global insurance customer for their implementation of the Gefen system

* Information Security Standard

WHAT CUSTOMERS ARE SAYING

Gefen's mobile-first approach enabled us to put the branch in the palm of our customers’ hands. We created instant connection and engaged them on a whole new level!״

Sales and Distribution Manager

Agents have to be present where their customers are. Today, these are not physical places but rather digital social arenas or channels. If you want to connect with your clients, you have to be there, be relatable and relevant - that’s the ONLY way today to connect and do business."

Distribution Manager