The Best Marketing Automation Software for Financial

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

With marketing automation, financial companies across markets can generate leads, maintain compliance with regulatory standards, discover additional customer insights, support sales, and retain the trust of their customers. However, finding the right marketing automation software for your financial company’s needs can be challenging, especially since every solution provider offers different functionalities that might not work for your company’s needs.

The Best Marketing Automation Software for Financial Companies


Description: Act-On provides a marketing platform that eliminates many monotonous tasks marketers deal with by tracking and collecting analytics. With the collected data, Act-On automates nurturing based on user preference and segments customers and leads into specified 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 the Act-On software with other CRM and marketing solutions, including Zendesk Sell, Salesforce, Zoom, and more.

Adobe Marketo Engage

Description: Marketo Engage, an Adobe product, offers marketing automation as an application. All of Marketo’s applications can integrate with their Engagement Marketing Hub. The automated marketing application lets users create and scale automated marketing campaigns across channels. Marketo Engage’s marketing capabilities can help companies across the 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, integrated asset libraries, cross-channel engagement, campaign management, automated personalization, lead scoring, and more.


Description: Dotdigital was a tool built for the BBC before becoming the company’s staple product. They offer a platform with simple drag-and-drop functionality for communicating with customers. It has multichannel capabilities to target customers efficiently and send messages to prospects at the right time, in the right place, and on the right channel. With Dotdigital’s finance marketing tools, bank, lending, and insurance organizations can improve how 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.


Description: HubSpot offers a variety of capabilities centered around 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 modify their website or mobile site without coding knowledge with drag-and-drop tools for industry-specific web pages, blog posts, landing pages, welcome pages, and more. HubSpot’s Marketing Hub solution automatically tracks and reports on customer interactions, which will help financial organizations measure campaign effectiveness, convert leads, build new automations as needed, and more.


Description: Insightly is a vendor that offers both a CRM platform and a robust marketing automation platform. This solution provides in-depth customer journey management, an intuitive drag-and-drop email and newsletter creator, and more. Insightly’s marketing automation tools can help financial services businesses of all sizes attract visitors to their website, convert them into prospects, and optimize their spending to maximize ROI. Capabilities include lead management, automated workflows, centralized customer data, targeted segmentation, customer journey management, 1,000+ integrated apps, customer service, and more.


Description: Keap offers small businesses a marketing automation platform and CRM that provides a centralized view of customer data that enhances campaign automation and reporting. Keap helps users understand how audiences respond to campaigns and make modifications as necessary. Financial organizations can use these CRM and marketing automation software capabilities to capture leads, manage the sales pipeline, automate customer follow-up, segment contacts, onboard new clients, streamline appointment scheduling, analyze customer data, and identify high-value leads.


Description: LeadSquared brings marketing automation to key time-consuming areas, so marketers and salespeople have time to focus on significant projects. This is accomplished through automating engagement with leads and customers. Their software easily captures lead and activity data across channels, making each engagement meaningful and targeted. LeadSquared’s software can be configured for companies across financial services markets, including banking, lending, fintech, credit unions, stock brokers, and insurance use cases. These companies can use LeadSquared’s marketing tools to understand visitor intent, trigger engagement, visualized user journeys, capture leads, and more.


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

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