How Financial Services Can Benefit from Act-On Marketing Automation Software
Marketers in the financial services sector want to move at the speed of today’s customers, which means they need a marketing automation solution that adapts to the infinite number of customer journeys made possible by today’s digital technology.
In fact, according to the Digital Growth Institute, “89% of Marketers expect customer experience to be their primary differentiator.” We also know that gaining the attention and trust of your customers requires personalized engagement. That is why Act-On cuts through the digital noise and delivers personalized marketing efforts at scale, positioning marketers to realize their growth potential and experience proven success.
Act-On allows us to punch above our weight in trying to compete with larger financial institutions. With Act-On, we can stay competitive with the biggest players in the market while continuing to provide our head-turning experience.
Maximize your growth potential using marketing automation
Deliver a personalized approach to email marketing – optimize customer acquisition and retention
Act-On enables you to leverage behavior insights of prospects and customers to offer relevant personalized messaging with segmentation, dynamic content and trigger-based email campaigns that lead to more conversions and cross-sell opportunities.
You can also engage customers and encourage loyalty with consistent, timely messaging across all channels using automated nurture programs.
Transform your customer’s journey and see better results
Act-On improved Tower Federal Credit Union’s ability to understand and score customers based on their behavior on the website, helping to set it apart from the competition.
With Website Visitor Tracking, you can tune into what interests your known prospects and customers have whether it be a new car, purchasing a home, retirement and more. Marketers can easily build landing pages to engage customers at a personal level at the right time, and incorporate lead scoring to identify qualified sales leads and generate higher conversion rates.
Unlock your data to grow business
With Act-On, Plante Moran’s marketing team has experienced stronger collaboration with sales, a more streamlined workflow and an increase in productivity, aided by the tight native integration with their Microsoft Dynamic CRM.
Act-On’s native integration with all major CRMs, allows you to leverage data resources aligning marketing and sales to provide a unified view of the customer’s journey.
Make data-driven decisions
With Act-On, Tower Federal Credit Union uses the data and analytics tools to track member activity, better understand their behavior and preferences, and provide them with the most relevant messaging.
Act-On reporting and analytics tracks and measures all key marketing activities such as campaign performance, funnel reporting and revenue attribution, enabling you to quickly view which campaigns are resonating with your targeted audience and generating results.
Eliminate regulatory and compliance concerns
Do all of the new marketing compliance laws and the ramifications of being non-compliant have your head spinning? Industry experts agree that marketing automation software offers one of the best solutions for mitigating the burden of an evolving regulatory environment on marketing efforts. Here at Act-On, we have you covered.
In the current regulatory environment, proper consumer opt-in early in the buying process is critical. With Act-On you can stay on top of it along with planning, executing and better controlling all outgoing communications. You can save time as well by using compliance approved email templates when replicating and updating content.