Act-On Software produces strategic guidance for clients

It says that with marketing automation, financial companies can deliver a personalised experience to customers that supports the sales team and maintains compliance.

It is providing industry-specific templates for landing pages, forms, and emails, as well as partnerships with industry thought leaders.

Customer Marc Wilensky, vice-president of communications and brand marketing at Tower Federal Credit Union, said: “Through the analytics, and knowing where [customers] are in the cycle and what they’re interested in, we’re able to deliver customers the right message that we think is most relevant to them.

“We’ve seen a two-three times increase in our open rates, especially to the follow-up emails, and we have seen a lot more customers starting loan applications.”