Act-On: Marketing Automation for Credit Unions

Maximize the power of Marketing Automation for your Credit Union throughout the customer experience, from building your brand, to acquiring more leads, and successfully onboarding new clients.

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WITH ACT-ON'S MARKETING AUTOMATION FOR CREDIT UNIONS, YOU CAN:

Create and deploy marketing campaigns 2x faster with responsive design email, landing pages and web forms.

Improve lead nurturing with easy to use automated programs, including drip and trigger marketing campaigns.

Generate and qualify more leads in less time with easy to set up lead scoring and CRM integration.

Win more business, retain more clients, and expand customer relationships with more personalized marketing experiences.

USES ACT-ON MARKETING AUTOMATION TO COMPETE WITH THE BIG FINANCIAL PLAYERS

“Act-On has been amazing in so many ways. We can segment our members based on their location, the services they use – anything – then send the proper email to each member. And Act-On support has been tremendous. We use the online classes, tutorials and training videos, and they are so helpful. I also love that Act-On constantly updates and improves its product.”

Roxy Duncan, E-commerce Sr. Interactive Designer at Truity

 

CREDIT UNIONS WHO RELY ON ACT-ON:

Only Visionary in 2017 Gartner Magic Quadrant for CRM Lead Management.

Leader in 2016 Forrester Wave for Lead to Revenue Management (L2RM)