Financial services marketing automation that pays dividends
Trusted by Financial Services Pros
Market-beating marketing automation
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:
- Age
- Location
- Hobbies
- Occupation
- Networth
- Marital Status
Financial services marketing automation from Customers.ai gets great returns
Customers.ai 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.
Marketing automation is a great investment
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
- Bring back the pre-iOS 14 heyday of ad targeting with data from Customers.ai
- Reach people who have already visited your site and are in-market with remarketing audiences
- Make your ads 5x more effective with lookalike and retargeting ad audiences based on X-Ray data
- No cookies, no problem
Integrate directly with
Get started with Customers.ai Financial Services lead generation solutions
Financial Marketing Automation FAQs
What is financial services marketing automation?
What are the benefits of financial services marketing automation?
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.
What are the different types of financial services marketing automation?
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.
How do I choose the right Financial Services marketing automation software?
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.
How do I get started with Financial Services marketing automation?
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.
