Act-On for Financial Services

Build trust, and nurture profitable relationships.

Learn how financial services marketers are using marketing automation to increase revenue, enhance multi-channel engagement and tracking; increase broker engagement.

Explore Marketing Automation

Schedule a demo and we'll show you why Act-On is the right Marketing Automation platform for your financial business.

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Act-On’s Email Engine Gives You the Power to Create, Test, and Launch Winning Emails

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 smartphones, desktop clients, and everything in-between.

Email Templates for Financial Services Marketers
Act-On's got email templates you can use to serve your clients needs.

Responsive Emails that Display Perfectly on Mobile Devices
Fully responsive email designs that automatically render correctly on different screen sizes – from desktop to mobile and everything in-between.

Seamless Email Segmentation
Send emails that feel personal to each recipient. Target message recipients based on their interest in different products (e.g insurance vs. financial planning), or target specific demographic characteristics such as age and income.

Automate Email for Long-Term Engagement
Program a series of messages for audience segments that will run automatically without needing daily attention to get maximum engagement over time.

Make Data-Driven Decisions
Use Act-On campaign reporting to review email performance, and optimize every asset with A/B testing tools.

Landing Pages Built for Engagement

Can you engage with your audience at a personal level? Will you notice when they raise their hand for attention? Make it happen with a well-designed landing page built to win business.

Landing Page Templates
Choose a landing page from our template library that can be customized with your own messages in just minutes.

Responsive Landing Pages
Act-On's landing page composer creates fully responsive designs that render seamlessly on desktop, tablet, and mobile devices.

Capture Conversions with Forms
Add forms and offers to your landing pages to capture new leads. Create appointment request forms, event registration forms, or white paper download forms with ease.

A/B Testing
Optimize your page performance with A/B testing. Wondering if your financial planning seminar is more appealing as a webinar or a live event? Stop guessing and start testing.

Measure, Report, Optimize, Repeat

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.

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