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Marketing Automation for Financial Services Marketers

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Marketing automation in financial services can help address the sector’s unique marketing challenges. This technology allows finance marketers to personalize their communications while standardizing their operations at scale. Improve your multichannel coordination with marketing automation for financial services.

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How We Rethought Our Email Marketing Automation Workflow and Nearly Tripled Email Open Rates

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People entered our programs based on their ideal customer profiles (ICPs), and while this was good, it wasn’t as personalized as it could be. For example, financial services marketers aren’t all at the same point in their buyer’s journey and aren’t all interested in the same things. We had to get more personalized.

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5 Lead Nurture Campaigns that Build Pipeline and Support ROI

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As she looked through the data, she also figured out which messaging performed best with our target ICP but also aligned with where a person was in their journey (top of funnel, middle of funnel, or bottom of funnel). She accounted for how each person entered our database. Created streams based on how people entered the database.

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5 Essential Sales Enablement Best Practices to Speed Up Sales Cycles

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Sales enablement best practices: Build content around the buyer journey Personalization … it’s critical, isn’t it? Personalization helps create serendipitous experiences that build connection and engagement and make it easier for sales to do their job. Yeah, you probably know that already. Here’s an example: Awareness. Retention rates.

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Pro Tips: 5 Considerations To Implement Marketing Automation Platforms

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You sign up for a new internet service, not realizing you need to pay extra for a router. You subscribe to a “free service” only to later realize the features you really want cost extra. Automatically scores and has segments that lead to help with personalized marketing programs. They’re everywhere, right? A/B testing.

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The Medium is the Message: Best Practices Guide to SMS Marketing

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SMS (Short Messaging Services) is a daily communication channel for nearly 65% of the global population. With the right planning and the right tools , SMS can bring advantages for your marketing, sales and customer service programs, because of its benefits in immediacy, personalization, universality and user experience.

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Marketing Automation for B2B: Building Effective Strategies

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Marketing automation B2B: Focus on personalization Customers are impatient, and their attention is now more fragmented than ever. And that’s why you need a secret weapon: personalization. The more personalized your content, the more likely prospects will engage and move further along the buyer’s journey.