at Financial Technnology Year
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Act-On for Financial Services from Act-On
Marketing automation platform with lead nurturing, email marketing, website visitor tracking, and analytics. Financial services features include compliance tools, advisor engagement tracking, and integration with financial service CRMs.
Product analysis by function
Marketing Automation Platforms for Distribution & Sales
Software that automates marketing workflows, campaign management, lead nurturing, and performance tracking across digital and traditional channels.
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Sorry, no analysis is avaiable for Marketing Automation Platforms
Lead Management Software for Business Development and Marketing
Tools for capturing, qualifying, tracking, and converting prospective client leads through the sales pipeline, with integration to CRM systems and marketing platforms.
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Contact & Lead Management
(0 Yes /0 Known /14 Possible features)
Pipeline & Opportunity Management
(0 Yes /0 Known /12 Possible features)
Integration Capabilities
(0 Yes /0 Known /11 Possible features)
Automation & Workflow Management
(0 Yes /0 Known /10 Possible features)
Communication & Engagement Tools
(0 Yes /0 Known /9 Possible features)
Analytics & Reporting
(0 Yes /0 Known /10 Possible features)
Data Security & Compliance
(0 Yes /0 Known /11 Possible features)
Mobile & Remote Accessibility
(0 Yes /0 Known /7 Possible features)
Customization & Usability
(0 Yes /0 Known /7 Possible features)
Onboarding, Support & Training
(0 Yes /0 Known /8 Possible features)
Pricing & Scalability
(0 Yes /0 Known /8 Possible features)
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