The launch marks the first phase of a broader vertical-market strategy combining nearly two decades of marketing automation experience, industry expertise and AI

Act-On Software today 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.

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.”

Lifecycle marketing automation solutions

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:

• Acquisition programs that nurture prospects based on the products or services they are researching and follow up when someone starts a form or application but doesn’t finish it.
• Onboarding programs that welcome new customers and guide them through their first weeks, with messages tied to what they just bought or the account they just opened.
• Cross-sell programs that recommend the next product or service that fits each customer, based on what they already have.
• Retention programs that re-engage customers whose activity has dropped off and encourage single-product customers to add more.

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.

Act-On works alongside core banking, CRM, lending, digital banking and data platforms, using data from those systems to coordinate marketing and relationship-development activity throughout the customer lifecycle.

Act-On will announce future phases of its vertical solutions initiative that expand data models, governance, integrations, analytics and AI-assisted features. As the company builds more industry practices into the platform, customers will spend less time preparing campaigns and more time improving acquisition, retention, engagement and customer value.

These prebuilt lifecycle programs for credit unions and regional banks will be available Nov. 4. To learn more, visit act-on.com.

About Act-On Software

Act-On turns customer relationships into a revenue growth engine. Its lifecycle marketing automation platform helps businesses in industries like financial services, software, manufacturing and professional services engage customers with personalized programs across the customer lifecycle, backed by a team of experts who care about their success. Founded in 2008 and headquartered in Portland, Oregon, Act-On has helped thousands of businesses grow. Learn more at act-on.com.

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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