Financial services marketing automation that pays dividends

Few understand the importance of timing like people in the financial services industry. is your one-stop-shop for comprehensive prospecting data and sales outreach automation.
Find more prospects and get higher engagement in less time than it takes to check the S&P 500.
See for yourself.

Trusted by Financial Services Pros

Market-beating marketing automation

Step 1
Identify who visited your site, what their email address is, which pages they viewed, and for how long.
Step 2
Use the data to build comprehensive ad retargeting audiences and high-converting email flows.
Step 3
Use generative AI to write highly personalized email campaigns that catch future clients’ eyes.
Step 4
Ensure emails land in inboxes–not spam or promotions folders–with our proprietary email deliverability technology.
Step 5
Sync high-intent visitors to your CRM and trigger alerts to your team when potential clients visit key pages or return to your site.

Don’t just find any prospects. Find right ones.

You know what makes a good client just like you know what makes a good stock. Consumer Directory gives you the tools to find them.

Get prospecting data based on combinations of key characteristics like:

And so many more signals!

Financial services marketing automation from gets great returns solved the biggest challenge for us: finding new customers who would love our resorts and introducing them to our campsites at the right time.

We have been able to generate momentum and scale in new bookings and memberships by unlocking the ability to target audiences and to connect with these guests in a streamlined sales motion.

Michael Reyes
VP of Marketing at Trident Marketing, in partnership with Travel Resorts of America

Marketing automation is a great investment

Learn how marketing automation from helps financial services businesses sell more.

Generate more tours

Our cutting-edge tools identify your warm leads when they’re most interested.

Real-time automated outreach

Connect with potential customers right away to make sure they go with you and not the competitor.

Dozens of integrations

Have automated workflows that already work? Add website visitor contacts to it seamlessly.

Make a valuable connection

AI-powered personalisation and analytics drive high-value conversions.

5x email engagement

Best-in-class open and click rates mean potential customers are actually reading your emails.

Learn about leads

Enrich customer profiles with buyer, business and behavior data to personalize campaigns with AI.

Get More Value on Ad Spend

Financial Services digital ad costs are sky high. Our Website Visitor ID X-Ray pixel data improves targeting and reduces cost per lead.

Integrate directly with

Get started with Financial Services lead generation solutions

Grow your email list and send targeted emails at the right time to fill your calendar
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Financial Marketing Automation FAQs

Financial services marketing automation is the use of software to automate repetitive marketing tasks, such as lead generation, email marketing, and social media marketing. This can help financial services agents save time and reach more leads more effectively.

There are many benefits to using financial services marketing automation, including:

  • Increased efficiency: Automation can help you save time on repetitive tasks, so you can focus on more important things, such as building relationships with clients.
  • Improved lead generation: Automation can help you generate more leads by streamlining your lead capture process and sending targeted follow-up emails.
  • Increased lead nurturing: Automation can help you nurture leads more effectively by sending them personalized content that is relevant to their needs.
  • Improved ROI: Automation can help you improve your ROI by increasing the number of leads that convert into clients.

There are many different types of financial services marketing automation, but some of the most common include:

  • Lead generation automation: This type of automation helps you capture leads and qualify them for your business.
  • Email marketing automation: This type of automation helps you send personalized email campaigns to your leads and clients.
  • Social media marketing automation: This type of automation helps you post content on social media and track your results.
  • CRM automation: This type of automation helps you manage your customer relationships and track your sales pipeline.

There are many different Financial Services marketing automation software solutions available, so it’s important to choose one that meets your specific needs. Some factors to consider when choosing a software solution include:

  • Your budget: Financial Services marketing automation software can range in price from free to thousands of dollars per month.
  • Your features: Make sure the software has the features you need, such as lead generation, email marketing, and social media marketing.
  • Your ease of use: The software should be easy to use, so you can quickly and easily set up and manage your campaigns.
  • Your customer support: Make sure the software has good customer support, so you can get help if you need it.

Once you’ve chosen a Financial Services marketing automation software solution, you can get started by setting up your account and creating your campaigns. Here are some tips for getting started:

  • Start with your goals: What do you want to achieve with your marketing automation? Once you know your goals, you can create campaigns that are designed to help you achieve them.
  • Segment your leads: Segment your leads so you can send them targeted content. This will help you improve your open rates and click-through rates.
  • Use personalized content: Use personalized content in your emails and social media posts. This will help you connect with your leads on a more personal level.
  • Track your results: Track your results so you can see what’s working and what’s not. This will help you optimize your campaigns and improve your results.


Generate more leads and meetings for your sales team with automated inbound lead capture, qualification, tracking and outreach across the most popular messaging channels.

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