Act-On for Financial Services
Build trust, and nurture profitable relationships
Financial services marketing solutions
Email is still the most effective communication tool. But mailboxes are flooded, and your emails have to stand out. Create stunning, responsive email messages that look great on smart phones, desktop clients, and everything in-between.
Unleash your inner data geek! Track the impact of your campaigns with simple-yet-powerful dashboards and reporting tools. With integrated analytics, you can quickly see which emails are resonating with your audience (and which are not). Act-On gives you everything from high-level open and click metrics, to detailed clickthrough reports, to long-term funnel reports that track ROI over time.
Not long ago the Templeton & Company marketing team found itself juggling six different programs to meet marketing needs. The hodgepodge of systems required hours of manual data entry and didn’t integrate with their CRM, Microsoft Dynamics. Worse, none of the systems could deliver a comprehensive picture of results. The Templeton team needed something that could bring it all together. They chose Act-On for its ease of use and quick, robust Dynamics integration.
Act-On’s advanced features have also brought sophisticated targeting and higher response rates for campaigns, giving a boost to Truity Credit Union’s digital marketing by targeting recipients with the right message at the right time.
Marketing Automation & Email Marketing Software You’ll Love
Act-On’s fresh approach to marketing automation and email marketing gives you full functionality without the complexity other systems impose on you. Our streamlined user interface puts first-rate marketing tools at your fingertips, making campaigns and programs easier and faster. Integrate your CRM, webinar management and other tools too, most with one click.