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Home | Industries | Financial Advisors

Outpace Trendy “Robo” Advisors and Mobile Apps

Millennials don’t speak the same buyer language as previous generations and are more attracted to new (and often free) apps launching every day. To compete, your financial advising firm needs to adopt a confident online presence to help develop personal relationships across all digital channels. With Act-On’s growth marketing platform, you can engage a younger audience while staying true to your roots.

Maximize Your Available Resources

Financial firms need to be nimble with their precious time and resources. Our growth marketing software helps you eliminate repetitive tasks, so you can focus on moving the needle for your clients’ assets.

Let Behavior Be Your Guide

Your prospects tell a story with every click, open, and search. Marketing automation will turn you into a great “listener” by tracking this data and linking prospects with the perfect solution.

Spread Your Wealth of Knowledge

You’ve got enough wealth management knowledge to fill a lifetime worth of great investor content. But how do you get relevant whitepapers, webinars, blog posts, and other value-packed content in front of the right people? Let our robust marketing automation platform do the heavy lifting.

Act-On has the creative and reporting tools we need to deliver customer communications effectively in one reliable platform.

Eric Kinaitis, Director of Marketing and Communications (American Endowment Foundation)
Upselling, the Act-On Way

Without lead segmentation and personalized customer journeys, you’re not delivering the kind of meaningful experiences that motivate your prospects and clients to do more business with your firm. Your communications should make potential clients feel appreciated — like they’re more than just another lead. Our platform makes it simple, easy, and effective to deliver, track, and measure personalized marketing campaigns at scale to help you forge more meaningful connections with your client base.

Connect and Consolidate to Save Time and Increase Results

Are you stuck with marketing software that’s clunky and hard-to-use? You’re not alone. Many of our financial customers used to complain about legacy platforms and disconnected marketing technology stacks that cost them countless hours of tedious manual labor. Don’t settle for less. Upgrade to our growth marketing platform to consolidate your efforts and execute captivating campaigns through a single source of truth.

Embrace the “Great Wealth Management Transfer”

It’s coming: The American economy is bracing for a nearly $70 trillion wealth transfer from Baby Boomers to their loved ones. To maintain existing relationships and forge new connections, you need a holistic multi-channel brand approach. From creating captivating landing pages to delivering personalized experiences, our platform will help you get ahead of your prospects’ needs and speak to this new generation of investors.

Tired of tedious legacy platforms? These firms avoided vendor lock-in and adopted Act-On to achieve great success:

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