- Improve Engagement with Customers

Customer Engagement, Solisit

Marketing Challenges in Professional Services Firms

  • 'One size fits all’ approach

    doesn’t engage customers

    ‘One size fits all’ approach doesn’t engage customers

    Your customers expect content and experiences to be personalized to their needs.

  • Lack of insight

    Lack of insight

    Marketers at professional services firms don’t have the adequate insight to optimize experiences for customers. This lack of insight impacts ability to create experiences that engage.

  • Long timelines to deliver

    digital initiatives

    Long timelines to deliver digital initiatives

    Websites and other digital property deployments take longer than acceptable, and reduce marketers’ ability to be more responsive to customer needs.


Hermes Award, Gold Winner
Hermes Creative Gold Winner
AVA Digital Award, Gold Winner
AVA Digital Gold Winner
Horizon Interactive Award, Bronze Winner
Horizon Interactive Bronze Winner
Webby Award, Honoree Winner
Webby Official Honoree Winner

What is S O L I S I T ?

SOLISIT improves customer engagement for professional services firms and allows them to create personalized digital experiences, get more insight and optimize engagement. With SOLISIT’s ready-to-go assets, marketers can launch digital solutions including corporate websites, mobile applications and proposal generators. SOLISIT is powered by Sitecore, a leading Customer Experience Management solution.

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How will S O L I S I T help you?

Launch websites that engage customers

SOLISIT allows firms to rapidly create websites that engage customers. The platform offer features that leading websites need

Proposal Generator

Allows firms to use a single marketing database to create proposals in multiple formats.

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The platform provides ready-to-use reporting and dashboards

Bio Management

Firms can manage bios of personnel in a single database, and provide simple access to customers

Mobile App

SOLISIT provides a mobile app to engage customers with thought leadership.

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Subscription Center

The Solisit subscription center provides a professional services firm website visitor the ability to control the content he/she wants to receive from the firm e.g. latest press releases, blogs, news articles, industry perspectives, etc. Website visitors that subscribe to this service can automatically receive content from the firm based on their preferences.

Single view of the client

Client data can be integrated from multiple marketing systems, CRM, and social marketing platforms to help provide insights into improving client engagement.

Industry leading website search

Global search, Facet search and Natural language search.

Email marketing

Ready-to-go templates enables firms to trigger personalized emails to prospects and clients based on their behavior.


Using Solisit, eCards can be sent to multiple users at a time. The feature also enables website administrators to customize the greeting text and select eCard templates from various templates hosted within Sitecore. The administrator further will get a delivery report for the eCard sent, can track the bounce backs and will also get notifications if the eCard has been viewed by the recipient.


This feature allows PDF documents on the website to be viewed in the form of an eBook. These PDFs could even be publications by advisors, which website users can view as eBooks.

Print Module

Website users can print the ‘Bio Details’ of advisors by selecting the ‘Print’ option. The feature also enables website users to include or exclude certain sections/pages of the advisor bios while printing the bios.

How marketers can benefit fromS O L I S I T ?


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