Boost deposits. Drive loans. Attract new accounts. Deepen relationships.
Grow Deposits and Loans
Operate with Confidence
Retention and Engagement
The Act-On Software Team has become an extension of our business. We ranked their marketing automation solution above Eloqua, Marketo, Pardot, and HubSpot. Their service has exceeded expectations. We are very happy to work with them!
Marketing Automation for Banks and Credit Unions — FAQs
Act-On empowers credit union and banking teams to run agile, data-driven marketing by supporting lead generation, real-time campaigns, personalized nurture flows, and structured lead management tied to customer and member financial priorities.
Yes. Act-On is ISO 27001 certified for information security, helping you protect sensitive customer data while running compliant, regulated marketing programs.
We provide advanced analytics, lead scoring, AI-powered insights, and segmentation to help you identify high-value clients, track engagement patterns, and pivot campaigns based on real-time insights.
Absolutely. Act-On supports integrations with major CRMs and other key systems, allowing your financial services marketing automation efforts to unify data and drive more consistent, personalized communications.
You can set up automated consent tracking, manage customer preferences, and use approval workflows — all to maintain compliance without slowing down campaign execution.
Yes. With Act-On’s marketing automation for financial services, you can create nurture journeys, onboarding sequences, cross-sell, and re-engagement programs to acquire new clients and deepen relationships with existing ones.
Yes. Through lead scoring, real-time engagement alerts, and predictive behavior modeling, your team can focus on the most qualified leads and act when it matters.
Very quickly. Because of Act-On’s intuitive platform, pre-built templates, and strategic support, many financial services teams start launching ROI-driving campaigns in a matter of weeks.
Yes. Act-On’s platform supports email, landing pages, web tracking, and more — so you can orchestrate multi-channel marketing journeys that capture behavior and engagement across touchpoints.
