Build Deeper Relationships with Prospects and Clients
Stay aligned with market changes using software that connects to clients’ needs—and spots when they change. Act-On’s marketing automation for financial services includes groundbreaking AI and analytics to provide visibility into behavior and interests, supporting financial services relationship growth.
Acquire and Retain More Clients
Reach goals faster using marketing automation for financial services that quickly taps into audience behaviors and helps you pivot intelligently. Access deep insights, align with specific interests, and create more value to acquire and retain clients.
Support Compliance and Regulations
React to Audience Needs Faster
Why Financial Services Choose Act-On
Engage, Nurture, and Convert More Leads
Connect with your clients throughout their entire life cycle, from learning about your products to becoming loyal customers. Automated lead nurturing programs allow you to proactively cross-sell to your most engaged clients, supporting faster revenue growth.
Integrate Easily with Your Favorite Technologies
Poor integration can leave your team stuck in a cycle of frustrating slowdowns. Solve these challenges with software that integrates with other applications, such as Salesforce and Zoom Webinars, to support your team in their workflows.
Grow ROI and Business Results
Deliver Personalized Experiences
Clients often dismiss marketing that lacks relevance to their journey. Financial services marketing automation comes with deep personalization features to win clients’ attention by meeting them where they are and presenting your services in context.
Automation has made our marketing efforts timely, which in turn has provided open rates well above what we had seen before. Our new member welcome email, for example, has an open rate of 77%.
Amanda Hullinger
Marketing Supervisor, Georgia United Credit Union
