Marketing Automation Platforms for Distribution & Sales
Software that automates marketing workflows, campaign management, lead nurturing, and performance tracking across digital and traditional channels.
Other Distribution & Sales
Automated pitchbook and presentation generation, compliance-approved content library, personalization at scale, real-time data integration from multiple sources, content usage analytics, and mobile accessibility for financial advisors and sales teams.
AI-powered marketing automation tailored for wealth and asset managers, with journey mapping, email marketing, social media marketing, mobile messaging, advertising, and analytics. Includes compliance features, personalized client communications, and integration with Financial Services Cloud.
Comprehensive marketing automation with lead management, email marketing, account-based marketing, and advanced analytics. For fund managers, it offers compliance-friendly templates, segmentation for different investor types, and integration with financial CRMs.
B2B marketing automation with lead nurturing, email marketing, lead scoring, ROI reporting, and sales alignment. Financial features include compliance tracking, prospect activity monitoring for investor interest, and automation of fund marketing materials distribution.
Enterprise marketing automation with campaign management, lead management, marketing measurement, and account-based marketing. Financial services features include regulatory compliance tools, investor journey mapping, and sophisticated segmentation for different investor classes.
Marketing automation platform built specifically for asset managers and fund distributors. Features include email marketing, event management, digital marketing, and analytics tailored to investor communications and fund marketing. Includes MiFID II compliance features and integration with financial CRMs.
Marketing automation platform built exclusively for asset managers, with document automation, fact sheet generation, and content distribution capabilities. Features include automated data updates for fund marketing materials, compliance workflow automation, and distribution channel analytics.
An advanced marketing automation platform featuring account-based marketing, lead management, email marketing, and robust analytics to enhance customer engagement and drive revenue growth.
A digital engagement and marketing automation platform tailored for fund distributors and asset managers. Features include automated communications, advanced analytics, performance reporting, campaign management, and compliance tools for intermediary sales.
Analytics-driven platform for mutual fund distribution. Provides automated marketing campaign management, intermediary engagement tracking, fund analytics, and compliance-approved communications tailored for asset managers.
Provides marketing automation for fund distribution teams, including campaign workflows, sales tracking, compliant email distribution, lead nurturing, and integration with fund databases and outlook.
Includes marketing automation capabilities for distributing fund reports, client newsletters, and automated communications to investors and distribution partners. Integrates with CRM and compliance tools.
Offers multi-channel marketing, marketing automation, lead management, revenue attribution, and analytics as well as seamless integration with CRM systems.
All-in-one marketing automation platform with email marketing, lead capture forms, landing pages, content creation tools, and analytics. Financial services features include compliant workflows, lead scoring for investor qualification, and automated nurture campaigns for fund marketing.
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.
