Financial Services
Turn customer signals into timely, relevant engagement that builds relationships from first contact to lifelong loyalty.
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Connect to the customer data you need for targeted marketing, while protecting sensitive information. Compliance never gets compromised
Marketing and transactional messages work together across every channel, so the right communication reaches the right person, in context.
Extend engagement beyond acquisition with communications built for retention, reactivation and growth.
Capitalize on those signals, so every client hears from you right when it matters most.
Journey Orchestration at Scale
Know your customers well enough to guide the next step. Build offers around customer characteristics, product interests, and engagement behavior, powered by dynamic content and advanced segmentation.
Seamless System Integration
Integrate Act-On with your CRM, core banking system, or other platforms you already rely on. Our open ecosystem makes it easy to get started, so every campaign becomes part of one connected journey, made more intelligent by the data you already have.
Lifecycle and Revenue Visibility
See how marketing efforts connect to real outcomes, from acquisition and onboarding to keeping customers engaged and growing the relationship. Streamlined reporting, revenue impact, and conversational analytics show exactly how.
Intelligent Campaign Execution
Identify prospects most likely to convert, optimize timing for when customers receive messages and create content faster with AI-powered tools like Adaptive Send and AI Create.
Trusted by thousands of marketers and industry leaders, just like you
Each area of financial services has its own challenges. See how Act-On solves yours.
Put member relationships at the center of every message. Use timely, personalized communications to connect members with the accounts, loans, services and products that support their unique financial goals.
Learn how Act-On can benefit Credit UnionsShow customers the value of your full-service financial institution. Deliver relevant, personalized messages that connect people with the right account, lending, deposit and other solutions when they’re ready to act.
Learn how Act-On can benefit Regional BanksTurn sophisticated financial needs into trusted client relationships. Deliver relevant, personalized engagement around wealth preservation, investment strategy, tax planning and legacy goals.
Learn how Act-On can benefit Wealth ManagementBuild lasting borrower relationships through personalized communications that help drive loan acquisition, keep applications moving, strengthen servicing and encourage future borrowing.
Learn how Act-On can benefit LendingConnect with customers from first consideration through renewal. Deliver timely messages that help you win new business, retain existing clients, and present opportunities for additional coverage when the time is right.
Learn how Act-On can benefit Insurance
Centra Credit Union
A targeted certificate campaign helped Centra turn member data into more relevant outreach at scale.
Interior Federal Credit Union
Automated education and timely alerts helped Interior Federal keep members engaged and encourage greater product adoption.
Madrona Financial Services
Better visibility into digital behavior gave Madrona a stronger way to identify, segment and nurture high-value prospects.
Explore ways lean financial services teams can automate high-value marketing programs across the customer lifecycle.
See how marketing automation applies to banks, credit unions and wealth management firms, with examples of common programs and use cases.
Learn how to develop a financial services marketing automation strategy around segmentation, personalization, automation and measurable goals.
What is lifecycle marketing, and how does Act-On use it for financial services companies?
Lifecycle marketing for financial services uses strategic communication for different stages of prospect and customer relationships with a company, from initial interest and acquisition through onboarding, retention and expansion. Act-On helps financial services teams put that approach into practice with customer data, segmentation, personalization, journey orchestration and cross-channel engagement, so they can deliver more relevant messages as needs and behavior change.
How can we use Act-On’s marketing automation for financial services?
Act-On helps financial services teams automate the work behind key moments, from nurturing new prospects and onboarding customers to re-engaging inactive accounts and supporting retention, and more. Teams can set up triggered and recurring campaigns that respond to customer data and engagement signals, so each message arrives with more context and less manual follow-up.
How does Act-On help financial services teams improve customer engagement?
Strong engagement starts with understanding what someone has shown interest in, what products they already use and how they interact with your communications. With Act-On, you can apply those insights to personalize outreach and deliver more meaningful experiences across channels.
How does Act-On support customer retention in financial services?
With Act-On, you can keep customers engaged after acquisition, re-engage those who become inactive and identify opportunities to introduce relevant products or services.
Can Act-On integrate with existing tools and financial services systems?
Absolutely! Act-On supports integrations with major CRMs and other key systems, allowing your financial services marketing automation efforts to unify data and drive more consistent, personalized communications.
Is Act-On compliant enough for financial institutions?
Yes, Act-On is ISO 27001 certified for information security, helping you protect sensitive customer data while running compliant, regulated marketing programs.
Is it possible to run multi-channel campaigns (not just email)?
Yes, Act-On’s platform supports email, landing pages, web tracking and more—so you can orchestrate multi-channel marketing journeys that capture behavior and engagement across touchpoints.
See how Act-On can help your organization engage audiences with higher relevance and greater impact, wherever they may be in their customer journey.
