Build Trust and Connect With Banking Customers

Develop lifelong relationships with loyal customers through automated marketing campaigns that nurture relationships and drive interest while respecting regulatory requirements.

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To Attract Customers, Bank on Trust

A whopping 81% of customers start their search for a bank online. Meet them there. To differentiate yourself from other financial institutions, you need to be the brand with the answers to all the questions — from interest rates and home loans to investment products and savings accounts. Build trust and capture their interest quickly with marketing automation solutions that cut through the noise.

Features for Financiers

Your industry is unlike any other, so we’ve created tailored features that fit the needs of your role — including Global BCC settings and industry-specific templates for forms, landing pages, and emails.

Automation for Every Marketer

What’s the point of investing in marketing automation if your messaging is robotic? Leveraging behavioral data helps you deliver personalized automated programs that appeal to people — not computers.

Goodbye to Batch-and-Blasts

Mass email marketing is outdated. Ramp up your automation and create personalized campaigns in real-time that excite your audience and drive maximum results.

With Act-On, we can compete with the biggest players in the market while continuing to provide a head-turning customer experience.

Kyle Dahlgren, AVP of Ecommerce (Truity Credit Union)
Stay Compliant Without the Worry

Financial industry regulations are constantly evolving. With Act-On, you can focus on building customer loyalty while staying on the straight and narrow. From sending automated consumer marketing opt-ins early in the buying process to enabling Global BCC for message audits to leveraging our readily available library of email templates, we have your back.

Forget Guesswork, Let Data Lead the Way

The last thing you want is to send the wrong information to the wrong prospect or customer. Sending a home loan email to a serial renter is a bad look and a quick way to lose credibility. Creating personalized content informed by hard data is a win-win. It builds true brand devotion while driving web traffic and increasing marketing ROI.

Stand Out in a Sea of Spam

It’s no secret that banks provide similar services with minor differentiators. Your cash back rewards and retirement savings plans are excellent, but what makes you special? Our platform helps you provide a unique customer experience across all channels, making your brand a stand out and shine through.

Here are just some of the banks that have leveraged Act-On to create authentic (and exciting!) customer journeys:

Go Beyond the Lead

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