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Financial Technology Year

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Act-On Marketing Automation Platform

from Act-On

Marketing automation platform with lead nurturing, email marketing, website visitor tracking, and analytics. Financial services features include compliance tools, advisor engagement tracking, and integration with financial service CRMs and LOS systems.
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Category: Marketing Automation Systems
in: Business Development and Marketing
Platforms that enable targeted digital marketing campaigns, drip email programs, content distribution, and lead nurturing for prospective clients with compliance-approved materials.

Act-On Marketing Automation Platform


Category: Lead Management Software
in: Business Development and Marketing
Tools for capturing, qualifying, tracking, and converting prospective client leads through the sales pipeline, with integration to CRM systems and marketing platforms.

Act-On Marketing Automation Platform


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