📣 Product updates September 2024. Learn more →
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Behavioral emails for financial services

Act on user activity, automate decisions and send multi-channel messages in real time.

  • Free trial
  • No credit card required
  • Easy set-up

What is behavioral emails?

Behavioral emails are targeted messages triggered by specific actions your customers take (or don't take) in your mobile application, web application or other software.

Imagine being able to reach out to users of your software not just on a regular schedule but because they interacted with your product in a specific way. It's the difference between a generalized broadcast and a personalized message sent with purpose.

With automated, behavior-driven campaigns, your marketing efforts can become more than just noise. With relevant nudges you can create a richer user experience, deeper user engagement and, ultimately, customer loyalty in a way that traditional email and messaging strategies can't.

Behavioral emails
Neobanks

Why does it matter for financial services?

Financial services encompass a wide range of activities, including accountancy, investment banking, investment management, and personal asset management. Giants like PayPal, Goldman Sachs, and Rocket Mortgage have all thrived by helping their customers achieve financial success. When these firms deliver results, they drive customer loyalty and repeat business.

However, maintaining consistent engagement is key to nurturing these relationships. This is where our multi-channel marketing automation software comes in. By enabling messaging-based engagement via email, SMS, iOS/Android push notifications, and more, we help financial services firms create a cohesive customer experience.

Marketers working for financial services can now reach customers off-site, right in their inboxes, to build stronger connections and promote repeat purchases of their services.

Photo by CardMapr.nl on Unsplash

Not just another behavioral emails platform

Vero's behavioral emails software is designed for modern marketing teams to send personalised marketing messages that lead to better customer experiences.

  • Drag and drop your way to beautiful emails

    Drag and drop your way to beautiful emails

    Our no code drag and drop editor allows you to build beautiful emails every time.

  • Templates that look good in every inbox

    Templates that look good in every inbox

    Professionally designed templates for every occasion. Send great looking emails to every device.

  • Go from idea to inbox faster

    Go from idea to inbox faster

    No complex integrations or API connections. Simply design an email, add an audience and send.

  • Up-to-date content personalization

    Up-to-date content personalization

    Use your most accurate data store to customise and personalize every message.

Trusted by the best software companies

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All the tools you need to engage your customers

Vero Connect is built for the modern data stack. It has all the features you'd expect from a marketing automation platform, without the need to store customer data.

Loved by product-first teams

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“I think you guys are geniuses basically. In my eyes, it's brilliant. Literally exactly what we'd been looking for.”

Ed Colyer Cofounder/Head of Product at Clipboard
Photo of  Vincent TurnerUNO logo

“Vero is a game changer for us. Email has traditionally only been able to operate as a communication channel but Vero Connect actually enables us to treat email as an extension to the UI and core product itself.”

Vincent Turner CEO at UNO
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“Heck! Vero's support is exceptional!”

Nathan Fields Head of Marketing at Drawboard
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“You guys/gals rock!”

Adam Mills Lead Engineer at Hatch

Try Vero's behavioral emails platform today

  • Free trial
  • No credit card required
  • Easy set-up