The Best Marketing Automation Platforms for Banks

The Solutions Review editors have compiled a list spotlighting some of the best marketing automation solutions for banks to consider working with. 

With the right marketing automation software, banks can improve how they 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 bank’s needs can be challenging, especially since every solution provider offers different functionalities that might not work for your company’s needs.

To help your company find the best marketing automation software, the editors at Solutions Review have compiled the following list of top-rated providers with industry expertise in the financial services markets. Our editors selected these software solutions based on each provider’s Authority Score, a meta-analysis of user sentiment through the web’s most trusted business software review sites, and our proprietary five-point inclusion criteria. The list is organized alphabetically.

The Best Marketing Automation Platforms for Banks

Act-On

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 banks provide unique customer experiences across channels, improve brand perception, build personalized campaigns for customers, drive new account sign-ups, streamline their email marketing efforts, and leverage behavioral data to inform their personalized marketing outreach programs.

Adobe Marketo Engage

Description: Marketo Engage, an Adobe product, offers marketing automation as an application. 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. 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.

HubSpot

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. Banks and other financial institutions can use HubSpot’s marketing toolset to nurture client relationships, develop a single source of truth for their client information, measure campaign effectiveness, convert leads, streamline internal efficiencies with built-in automation, create new automations, maintain top-tier customer service experiences, and build industry-specific web pages, blog posts, landing pages, and welcome pages.

LeadSquared

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. For example, its banking-specific CRM comes equipped with sales execution, customer lifecycle management, field sales automation, sales enablement, partner management, customer journey, multi-channel engagement, process automation, lead scoring, and marketing automation capabilities.

Salesforce

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. Additionally, Salesforce offers several products catered to the industry-specific needs of retail banking, commercial banking, investment banking, mortgage, lending, and other financial services organizations. These products can help companies deliver personalized customer experiences, simplify onboarding processes, create operational efficiency with differentiated insights, generate referrals, and scale fast.