The Best Marketing Automation Software for Financial Companies

The editors of Solutions Review have compiled the following list to highlight some of the best marketing automation software for financial companies in 2022 and beyond.

With marketing automation, financial companies in all markets can generate leads, maintain compliance with regulatory standards, uncover additional customer insights, support sales, and maintain customer trust. However, finding the right marketing automation software for your financial company’s needs can be difficult, especially since each solution provider offers different features that might not meet your business needs.

The Best Marketing Automation Software for Financial Companies


Act-On - logo

The description: Act-On provides a marketing platform that eliminates many monotonous tasks that marketers face in tracking and collecting analytics. With the collected data, Act-On automates nurturing based on user preferences and segments customers and prospects into specific categories. Act-On’s marketing automation solution can help credit unions, banks, wealth managers and insurance entities deliver personalized experiences that engage, nurture and convert customers. Financial companies can also integrate Act-On software with other CRM and marketing solutions, including Sell ​​ZendeskSalesforce, Zoom, etc

Adobe Marketo Engage

Adobe Analytics

The description: Marketo Engage, an Adobe product, offers marketing automation as an application. All Marketo’s apps can integrate with their Engagement Marketing Hub. The marketing automation app allows users to create and scale automated marketing campaigns across all channels. Marketo Engage’s marketing capabilities can help businesses across banking, insurance, capital markets, and asset management use cases. Its industry-specific tools include segmentation, contact discovery, customer engagement data capture, AI-powered content suggestions, built-in asset libraries, cross-channel engagement, campaign management, automated personalization, lead scoring, and more.


Dotdigital - logo

The description: dotdigital was a tool designed for the BBC before becoming the company’s core product. They offer a platform with simple drag and drop functionality to communicate with customers. It has multi-channel capabilities to target customers effectively and message prospects at the right time, in the right place, and on the right channel. With Dotdigital’s financial marketing tools, banking, lending, and insurance organizations can improve the way they connect, engage with, and acquire customers. Specific features include campaign optimization tools, customer data insights, A/B testing, contact scoring, B2B automation, and more.


The description: HubSpot offers a variety of features focused on marketing, sales, and customer service. HubSpot’s free CRM connects all the data users need to run effective marketing campaigns, and their marketing hub comes with easy-to-use customization options. Users can edit their website or mobile site without coding knowledge with drag and drop tools for industry-specific web pages, blog posts, landing pages, home pages, and more. HubSpot’s Marketing Hub solution automatically tracks and reports customer interactions, which help finance organizations measure campaign effectiveness, convert leads, create new automations as needed, and more.


The description: Insightly is a vendor that offers both a CRM platform and a robust marketing automation platform. This solution offers in-depth customer journey management, an intuitive drag-and-drop email and newsletter builder, and much more. Insightly’s marketing automation tools can help financial services companies of all sizes drive visitors to their website, convert them to leads, and optimize spend to maximize ROI. Features include lead management, automated workflows, centralized customer data, targeted segmentation, customer journey management, 1,000+ built-in apps, customer service, and more.


The description: Keep ooffers small businesses a marketing automation platform and CRM that provides a centralized view of customer data that improves campaign automation and reporting. Keep helps users understand how audiences are reacting to campaigns and make changes as needed. Finance organizations can use these CRM and marketing automation software features to capture leads, manage the sales pipeline, automate customer follow-up, segment contacts, onboard new customers, streamline appointment scheduling, analyze customer data and identify high value leads.


LeadSquared - logo

The description: LeadSquared brings marketing automation to key time-consuming areas, so marketers and salespeople have time to focus on important projects. This is accomplished through the automation of engagement with prospects and customers. Their software easily captures lead and activity data across all channels, making every engagement meaningful and targeted. LeadSquared’s software can be configured for businesses in all financial services markets, including banking, lending, fintech, credit unions, stockbrokers, and insurance use cases. These businesses can use LeadSquared’s marketing tools to understand visitor intent, trigger engagement, visualize user journeys, capture leads, and more.

Selling power


The description: Salesforce offers one of the largest and most comprehensive CRM products. The platform includes the company’s sales and marketing applications, including Sales and Marketing Clouds, Service Cloud, Analytics Cloud, App Cloud, and IoT Service. With Salesforce Financial Services Cloud, companies can innovate, accelerate, and automate processes to understand customer needs, deliver personalized experiences, orchestrate complex regulatory workflows, generate documents, manage assets, and more.

Guillaume Jepma
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