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Act-On Launches Prebuilt Marketing Automation Solutions for Credit Unions and Regional Banks

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Act-On Launches Prebuilt Marketing Automation Solutions for Credit Unions and Regional Banks

Act-On Software announced new industry-specific solutions designed for credit unions and regional banks, helping financial institutions launch more effective lifecycle marketing programs with greater speed, simplicity and impact.

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“Credit unions and regional banks shouldn’t have to build their marketing automation strategy from a blank screen.” — Kate Johnson, CEO of Act-On

These solutions bring together prebuilt financial services workflows, industry-specific terminology, a flexible data model and content within Act-On’s marketing automation platform. Together, these new features minimize the custom configuration needed before teams launch campaigns, so credit unions and regional banks can see results sooner.

The launch is the first phase of a broader Act-On initiative to develop increasingly comprehensive solutions for select industries. The company is combining nearly two decades of marketing automation experience, customer insights, industry-specific best practices and AI to align its platform with the business outcomes of each industry it serves.

“Credit unions and regional banks shouldn’t have to build their marketing automation strategy from a blank screen,” said Kate Johnson, CEO of Act-On. “Our goal is to bring more industry knowledge directly into the platform. This initial launch gives financial institutions a stronger starting point today and lays the foundation for increasingly sophisticated vertical capabilities over time.”

Each solution is a set of prebuilt lifecycle programs designed around the customer journey of a specific industry or industry segment, with four ready-to-launch programs, one for each stage of the customer lifecycle:

Teams get everything they need to launch each program: audience segmentation, campaign templates, performance reports that show what’s driving growth, prewritten content they can adapt to their brand and preconfigured automated workflows that respond to each customer’s actions.


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