Act-On
Marketing Automation Platform
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Latest posts
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What Is Financial Services Marketing Automation? (Examples for Banks, Credit Unions & Wealth Firms)
Financial services marketing automation helps banks, credit unions and wealth firms coordinate customer communications, nurture prospects and support growth.
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Holiday Email Deliverability Tips for Stricter Sender Rules and Fuller Inboxes in 2026
Google and Yahoo are tightening sender requirements heading into the 2026 holiday season, and AI filters now judge your emails by how recipients engage in the first few minutes. This guide combines proven holiday strategies with the new technical rules to help keep your emails…
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An Email Marketing Best Practices Checklist: 10 Essential Steps
Effective email marketing combines audience targeting, personalization, deliverability, testing and measurement to improve campaign performance.
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What Tools Are Used for Lifecycle Marketing? A Practical Guide
Lifecycle marketing tools connect customer data, automation, channels, analytics and AI to help marketers adapt communication across the customer journey.
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How Lean Financial Services Teams Can Use Lifecycle Marketing
As financial services teams work with limited resources, lifecycle marketing helps connect customer data, automate communication and drive growth.