Learn what Pando has done for enterprise financial organizations and how it's transforming the mid-market with Pando Professional.

2. Who we are
EarthIntegrate is a marketing technology company focused
on providing Local Marketing Automation for financial
services. We leverage technology to make sales channels
more productive.

3. Who we focus on
Fortune
500
FINANCIAL SERVICES
+100,000
PLATFORM
USERS
+10,00
0
DAILY ORDERS
PANDO
ADVISOR
PANDO
WHOLESALE
PANDO
RETIREMENT

4. What Pando Provides

5. Pando Overview

6. Leveraging Pando

7. Communicating with Pando

8. Client Integration with Pando

9. Client Success with Expert Team

10. Implementation of Pando

11. Clients we have Worked With

12. 12
Pando Professional Features
Base Platform Features
• SaaS Delivery
• Product Manager
• User Dashboard (widgets)
• Advanced Search
• Data Merge/Acquisition
• Supports Print/PDF/Email
• Campaigns / Campaign Tracking
• Approval Process
• Impersonation
• SalesForce Integration
• Initial Implementation Support
• LeadsPlease data acquisition
• eWallet Payment

13. 13
Best in class UI/UX - Widgets
Dynamic Menu Bar
Advanced Search
User Configurable Dash Board
Widgets

14. 14
User Dashboard Widgets

15. 15
Advanced Search
• Filter by Relevance,
Ascending/Descending,
Alphabetical, Newest, Oldest,
& Most Ordered
• Add additional criteria
• Filter by Category
• Filter by Product Type Print,
Email, PDF, other
• Add filters for other metadata

16. 16
Product Manager
Product Manager will come pre-
loaded with a set of Product
Templates: Emails, Postcards,
Letters, Brochures, and
Campaigns.
This library will be updated for
clients that continue to pay
monthly fees.

17. 17
Product Manager
Users can:
• View/Edit Product
content for static and
variable fields.

18. 18
Multiple Asset Types - Email
Users can:
• Set To/From, subject
line and edit major
content areas
• Edit, Create or Delete
versions of an asset by
type
• Ability to embed other
assets and track
(PDF/Video)
• User specific tracking

19. 19
Multiple Asset Types – Print/Mail
Users can:
• Customize Content /
Update Imagery
• Select Data for Mailing
• Preview actual
deliverables

20. 20
Multiple Asset Types – PDF
Users can:
• View/Download
• Customize Content /
Update Imagery
• Track orders
• Ability to download
from order history

21. 21
Multiple Asset Types – Inventory
Users can:
• View Items
• See Actual Inventory
Counts
• Manage Kits
• Customize Select
Content

22. 22
Data Acquisition
Users can:
• Acquire Contacts for
Direct Mail
• Search for Business /
Residential
• By Area and
Demographic

23. 23
Approval Process
Robust Approvals
• Admins can set
workflows by product,
group,category,user
• User notifications
• Approver notifications
and reminders

24. 24
eWallet – Payment Features
Credit Card Support:
• Store Multiple Credit
Cards
• Select Card via
dropdown for payment
• Select Card for
recurring payments

25. Tara Drago
National Sales Director
tdrago@earthintegrate.com
281-703-4627
@DragoTara