Act-On Launches Prebuilt Marketing Automation Solutions for Credit Unions and Regional Banks

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Postmedia has not reviewed the content. by Business Wire Act-On Launches Prebuilt Marketing Automation Solutions for Credit Unions and Regional BanksAuthor of the article:THIS CONTENT IS RESERVED FOR SUBSCRIBERS ONLYSubscribe now to read the latest news in your city and across Canada.Exclusive articles from Barbara Shecter, Joe O'Connor, Gabriel Friedman, and others.Daily content from Financial Times, the world's leading global business publication.Unlimited online access to read articles from Financial Post, National Post and 15 news sites across Canada with one account.National Post ePaper, an electronic replica of the print edition to view on any device, share and comment on.Daily puzzles, including the New York Times Crossword.SUBSCRIBE TO UNLOCK MORE ARTICLESSubscribe now to read the latest news in your city and across Canada.Exclusive articles from Barbara Shecter, Joe O'Connor, Gabriel Friedman and others.Daily content from Financial Times, the world's leading global business publication.Unlimited online access to read articles from Financial Post, National Post and 15 news sites across Canada with one account.National Post ePaper, an electronic replica of the print edition to view on any device, share and comment on.Daily puzzles, including the New York Times Crossword.REGISTER / SIGN IN TO UNLOCK MORE ARTICLESCreate an account or sign in to continue with your reading experience.Access articles from across Canada with one account.Share your thoughts and join the conversation in the comments.Enjoy additional articles per month.Get email updates from your favourite authors.THIS ARTICLE IS FREE TO READ REGISTER TO UNLOCK.Create an account or sign in to continue with your reading experience.Access articles from across Canada with one accountShare your thoughts and join the conversation in the commentsEnjoy additional articles per monthGet email updates from your favourite authorsSign In or Create an AccountThe launch marks the first phase of a broader vertical-market strategy combining nearly two decades of marketing automation experience, industry expertise and AIPORTLAND, Ore. — Act-On Software today announced new industry-specific solutions designed for credit unions and regional banks, helping financial institutions launch more effective lifecycle marketing programs with greater speed, simplicity and impact.These solutions bring together prebuilt financial services workflows, industry-specific terminology, a flexible data model and content within Act-On’s marketing automation platform. Together, these new features minimize the custom configuration needed before teams launch campaigns, so credit unions and regional banks can see results sooner.This advertisement has not loaded yet, but your article continues below.The launch is the first phase of a broader Act-On initiative to develop increasingly comprehensive solutions for select industries. The company is combining nearly two decades of marketing automation experience, customer insights, industry-specific best practices and AI to align its platform with the business outcomes of each industry it serves.Get the latest headlines, breaking news and columns.By signing up you consent to receive the above newsletter from Postmedia Network Inc.A welcome email is on its way. If you don't see it, please check your junk folder.The next issue of Top Stories will soon be in your inbox.We encountered an issue signing you up. Please try again“Credit unions and regional banks shouldn’t have to build their marketing automation strategy from a blank screen,” said Kate Johnson, CEO of Act-On. “Our goal is to bring more industry knowledge directly into the platform. This initial launch gives financial institutions a stronger starting point today and lays the foundation for increasingly sophisticated vertical capabilities over time.”Lifecycle marketing automation solutionsEach solution is a set of prebuilt lifecycle programs designed around the customer journey of a specific industry or industry segment, with four ready-to-launch programs, one for each stage of the customer lifecycle:Acquisition programs that nurture prospects based on the products or services they are researching and follow up when someone starts a form or application but doesn’t finish it.Onboarding programs that welcome new customers and guide them through their first weeks, with messages tied to what they just bought or the account they just opened.Cross-sell programs that recommend the next product or service that fits each customer, based on what they already have.Retention programs that re-engage customers whose activity has dropped off and encourage single-product customers to add more.Teams get everything they need to launch each program: audience segmentation, campaign templates, performance reports that show what’s driving growth, prewritten content they can adapt to their brand and preconfigured automated workflows that respond to each customer’s actions.Act-On works alongside core banking, CRM, lending, digital banking and data platforms, using data from those systems to coordinate marketing and relationship-development activity throughout the customer lifecycle.Act-On will announce future phases of its vertical solutions initiative that expand data models, governance, integrations, analytics and AI-assisted features. As the company builds more industry practices into the platform, customers will spend less time preparing campaigns and more time improving acquisition, retention, engagement and customer value.This advertisement has not loaded yet, but your article continues below.These prebuilt lifecycle programs for credit unions and regional banks will be available Nov. 4. To learn more, visit act-on.com.Act-On turns customer relationships into a revenue growth engine. Its lifecycle marketing automation platform helps businesses in industries like financial services, software, manufacturing and professional services engage customers with personalized programs across the customer lifecycle, backed by a team of experts who care about their success. Founded in 2008 and headquartered in Portland, Oregon, Act-On has helped thousands of businesses grow. Learn more at act-on.com.View source version on businesswire.com: Media ContactAlyssa KorinkeMarketing Communications Manageralyssa.korinke@act-on.com971-352-3837This advertisement has not loaded yet.Notice for the Postmedia NetworkThis website uses cookies to personalize your content (including ads), and allows us to analyze our traffic. Read more about cookies here. By continuing to use our site, you agree to our Terms of Use and Privacy Policy.