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    Financial Institutions Case Studies

    Credit Union + Act-On = Profit

    Truity looked at a number of solutions to help achieve its email marketing goals. It chose Act-On for ease of use, quick customization, real-time performance reporting and analytics, and effective database management.

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    Breakout Possibilities

    Kasina, an asset management firm focused on research, trends, and excellence is a shining example on how to do CRM well.

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    Business is Booming with Sugar

    Banking often requires a long sales cycle. So, as a premium provider of financial services to northern California businesses, Bank of Marin needed a system to manage opportunities and leads through the sales process and to capture all the information associated with those efforts.

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