Turn Leads into Revenue, Expand Existing Relationships
Cross-selling and upselling aren’t enough. You also need to grow your customer and member relationships. An agile marketing automation software helps you go from idea to impact in record time, personalize at scale, increase new business, and expand loans and deposits.
Stand Out in the Crowd of Financial Options
Retention is a challenge when competitors work hard to lure customers and members away from your institution. Stand out with marketing automation that quickly connects the dots around financial needs to outpace the competition.
Use Data to Double Down and Grow
Filling your pipeline with qualified leads is only part of the revenue growth equation. The other is successful conversions. Double down on what’s working, and eliminate what’s not, with an agile marketing solution that leverages groundbreaking AI and analytics.
Stay Compliant without the Worry
Reduce the risks around financial marketing compliance with a tool designed to keep pace with changes. Send automated marketing opt-ins early, access a full library of premade, plug-and-play templates, and trust that you’re fully supported in compliance.
Multichannel Marketing
Disconnected messaging across channels makes it challenging to attract attention. With full omnichannel marketing features and easy integrations, reach customers and members where they spend their time—whether on social media, email, SMS, or another preferred channel.
Privacy and Compliance
Comply with standards such as GDPR and the CAN-SPAM Act while successfully nurturing leads to conversion. Simplified consent tracking and customer preference management help you stay efficient and compliant with your bank and credit union marketing.
Automated Lead Nurturing
Join customers and members on their financial journey using automations that deliver relevant content based on their specific behaviors and interests. Delivering the right content at the right time makes it easier to capture and keep attention.
Analytics and AI for Higher ROI
Marketing decisions are only as good as the data that fuels them. Gain insight into customer and member needs, and use this intelligence to improve decision-making and refine your marketing for maximum precision.
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!
Jim Lovelady
Moss Inc.
