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Can an ActiveCampaign agency help your Financial Business?

Suppose you’re looking for a way to automate the marketing of your financial products and services. In that case, you don’t need to look any further than Active Campaign, a platform offering software for customer experience automation that combines email marketing, marketing automation, sales automation and CRM.

This revolutionary system saves you and your team valuable time by allowing you to set up email automation, find your most engaged contacts and gather all the information you need from other systems - leaving you free to concentrate on the business areas where you’re required most.

Comprehensive and user-friendly, ActiveCampaign will bridge the gap between your sales and marketing teams and means that you can personalise your emails and messages to the individual customer, building brand loyalty and client confidence in one fell swoop, nurturing leads and closing deals along the way.

ActiveCampaign is a platform that doesn’t scrimp on features, encompassing all of the elements your financial services business needs - and more.


Email Marketing

The more personalised an email is, the more likely your customer is to read and engage with it - and that’s a fact.

As an ActiveCamign agency, we can show you how to use ActiveCampaign to create a kick-ass email campaign using highly personalised emails that will intrigue your contacts and have them clamouring for your services and products.

And you can say goodbye to boring newsletters (which are probably going just as unread as your emails!) with ActiveCampaign, which provides dynamic content, drawing the reader in and making it easier to keep in touch with your contacts and customer base.

Sounds complicated, time-consuming and expensive?

It isn’t.

ActiveCampaign is incredibly user-friendly and comes in at a relatively low price point. Add to that the fact that Flowbird is always on hand to assist with any challenges that you, as the user, might have, and what you have is the ideal solution to all of your company’s marketing automation needs.

Speaking of which…

Marketing Automation

It’s all about getting personal again. With a good marketing automation platform like Active Campaign, you can use the information you know about your clients and customers to your advantage.

Find out who is likely to be opening a joint account, thinking about getting a personal loan or mortgage, or taking out critical illness cover, and tailor your messages and email campaigns accordingly to get new leads and make sales - before the competition gets in there first.

Still worrying about the costs? Trust us, there’s no need. ActiveCampaign is a really affordable option, with no set-up fees and low monthly costs.

Sales And CRM

Keeping track of your leads is undoubtedly a challenge - especially in a fast-paced sector like the financial services industry. But Flowbird can show you how ActiveCampaign makes it super easy by using behaviour tracking and lead scoring, for example, to close leads at the very best time.

ActiveCampaign will also help you get more leads in the first place and close deals faster, thanks to excellent CRM, which allows you to manage contacts and grow your database with ease - and really know and understand what makes those contacts tick.

And you don’t even have to be stuck behind a desk…

ActiveCampaign’s mobile app and Gmail extension make it easy to access your contacts’ data wherever and wherever you’re doing. It also allows you to go beyond email marketing and implement an SMS or social media strike instead.

So, let’s break it down…

With ActiveCampaign, you can:

  • Generate more leads
  • Design eye-catching and engaging emails
  • Streamline your business processes by integrating sales, marketing and CRM
    Grow your business

How Can A ActiveCampaign Agency Help You To Get The Most Out Of The Platform?

We appreciate that as much time as a system like ActiveCampaign might save you, it can be hard to take the time to use it in the first place - after all, developing and executing an effective marketing campaign isn’t a five-minute job!

This is why employing the help of an ActiveCampaign agency like us lets you decide just how much input you want with the system. We like to say that you can either do it yourself, we’ll do it together, or we’ll do it for you.

Maybe you want us to run it on your behalf - staying in regular contact to ensure that the campaigns and automations are running just as you’d like of course!

Or perhaps you just want us to be there when you need us, helping solve any problems that might arise quickly and efficiently - such as:

If you are having trouble utilising the system - our expert team can offer training, show you how to implement best practices, or even take control

You want to connect to other systems, but you don’t know - luckily, we do, or certainly know a third party who does!

You’ve reached your contact limit and aren’t sure whether it’s cost-effective to increase it - we can run a free health check to let you know if it’s worth your while!

So get in touch with the ActiveCampaign experts at Flowbird today, and find out how we can improve the marketing automation of your financial services business for less hassle and money than you might expect.