Financial Services

Act-On marketing automation software supports banks, credit unions, insurance organizations and wealth managers at every stage of the customer journey.

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Powerful Marketing Automation for Financial Services

Deliver Personalized Experiences

Harness the power of rich, integrated marketing data. Use Act-On marketing automation to segment and personalize communication across channels, and deliver the right message to the right person at the right time.

Engage, Nurture and Convert

Act-On enables financial services marketing success across the customer lifecycle. From lead generation to automated nurture programs and personalized cross-selling to your most engaged customers, the right marketing tool makes all the difference.

Integrate Act-On With Your Existing Tech

Extend the value of marketing automation by integrating with your existing CRM, MCIF or other systems. From Salesforce to ZenDesk Sell, and even Zoom Webinar, Act-On’s native integrations make it easy to complement your tech stack.

Maximize Your Marketing Investment

Attract, qualify and deliver the most qualified leads to your sales partners, including the data that helps them close more business. Build your best automated campaigns with the the tool that brings the fastest time-to-value in the market.

We needed a platform to streamline email process while marrying best practices and data to deliver a unique customer experience.

Jen Twersky, Digital Marketing Project Manager (Meyer and Associates)

Here are just some of the financial institutions that leverage Act-On to create personalized customer journeys.

Go Beyond the Lead

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Act-On in action

Learn how our marketing automation platform can transform your approach to marketing.