Act-On marketing automation software supports banks, credit unions, insurance organizations and wealth managers at every stage of the customer journey.
Powerful Marketing Automation for Financial Services
Maximize your marketing impact with personalized experiences only available with powerful marketing automation technology. Use multi-channel lead generation tools, FINRA compliant email and SMS marketing, automated nurturing programs, lead scoring, and segmentation. Gain customer insights with marketing attribution and reporting to power sales growth and retain your best customers.
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)
Explore This Valuable Content for Financial Services Marketers
Here are just some of the financial institutions that leverage Act-On to create personalized customer journeys.
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