📣 Product updates May 2024. Learn more →
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Lifecycle marketing 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 lifecycle marketing?

Lifecycle marketing is a strategy that addresses the different stages of a customer's relationship with a product or brand, from initial awareness through to post-purchase and potential advocacy.

It involves tailoring marketing messages and initiatives to align with each stage of the customer lifecycle, aiming to attract, engage and retain customers by delivering timely and relevant multi-channel messages that meets their evolving needs.

With lifecycle marketing software, marketers are equipped to map out the entire customer journey, segmenting audiences according to each phase of the lifecycle. This allows for the automation of personalized marketing campaigns that address the unique needs and behaviors of customers at different stages.

Features such as automated messaging campaigns via email, SMS and push notifications, alongside personalized content help to nurture leads, enhance customer engagement and encouraging repeat business.

Lifecycle marketing
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 lifecycle marketing platform

Vero's lifecycle marketing 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 lifecycle marketing platform today

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