FINANCIAL ADVISOR DATABASE MARKETING
Nurture Clients, Attract Leads, And Stay Top Of Mind With Weekly Automated Content
Building and Nurturing First
Party Data with Engaging
Emails and Dynamic Content
Database marketing is the perfect way to nurture prospects and help convert them into new clients, and that is primarily what we focus on when it comes to emails and database marketing. We also focus on generating more revenue from your current database by re-engaging high intent individuals through automated email workflows that catch them right as you are at the top of their mind and lead them along the path to converting. We’ll manage marketing lists and email delivery rates as well as create and deploy eblasts including new offers, office updates, and general financial news to keep prospects and clients up to date.
Our Team’s Certifications:
- Google analytics expert certified
- Google tag manager expert certified
- Infusionsoft Small Business Expert certified
Automated Marketing Programs
Build a communications flow with ease using our automated marketing program designer, with drag-and-drop functionality to help you create an engaging experience for your customers. Act-On’s marketing automation programs help you define, plan, and execute your communications strategies while targeting buyers and aligning messaging.
AUTOMATED LEAD NURTURING
Guide your audience from purchase consideration to brand loyalty with our simple-to-deploy automated lead nurturing campaigns. Our automated lead nurturing tools leverage “if-then” logic and conditional personalization to provide the most targeted messaging and content based on user behavior and engagement across multiple programs.
AUTOMATED MESSAGING
To make the biggest impact, you have to deliver perfect messaging at the perfect time. Automated messaging enables timely customer outreach based on audience behaviors and priority communications — emphasizing auto-responses, transactional emails, event-triggered emailing, follow-up messaging, and alerts.
AUTOMATED DATA MANAGEMENT
To understand and optimize performance, you need automated data management tools that allow you to easily collect, combine, analyze, and enrich customer info. Our automated data management tools empower you to apply information from multiple sources, channels, and mediums to better understand and anticipate customer behaviors and implications, helping you adapt and improve marketing program performance in real-time.
