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Marketing automation 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 marketing automation?

Marketing automation refers to the use of software to help automated repetitive marketing tasks. It's generally used to refer to software that helps marketers automate recurring or automated messages sent via email, SMS or push notification channels.

The goal of marketing automation is generally to nurture leads with highly personalized, useful content that helps to convert prospects into customers and turn customers into delighted advocates.

For technical marketers at software companies, marketing automation offers a myriad of advantages. It allows you to streamline, automate, and measure marketing tasks and workflows, increasing operational efficiency and growing revenue faster. You can set up automated multi-channel messaging campaigns that trigger based on your users' behavior. For example, sending a follow-up email when a user downloads a resource from your site, abandons their shopping cart, becomes inactive or reaches certain usage milestones.

This data-driven approach allows you maximize your marketing efforts, resulting in increased user engagement, higher customer retention and improved ROI.

Marketing automation
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.

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Not just another marketing automation platform

Vero's marketing automation 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
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“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 marketing automation platform today

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