How to use telemarketing for renewal campaigns
Posted: Sun Jan 19, 2025 3:58 am
Best Email Marketing Platforms for Financial Advisors Most email marketing platforms have automation and segmentation tools to streamline your outreach and client communications. However, there are only a selected few that do these tasks well and provide additional features that financial advisors may find valuable. We'll examine some of the top email marketing platforms for financial advisors and how they compare. ActiveCampaign ActiveCampaign's homepage ActiveCampaign’s marketing automation is a cut above the rest. It extends beyond scheduling campaigns—you can also automate one-to-one emails, which is a godsend when sending important reminders and celebratory messages. One thing to keep in mind, however, is the platform prohibits sending messages related to certain financial services, crypto, and other digital assets.
It’s not always clear what falls into iran telemarketing list these buckets, so it might be best to clarify with their customer team before you invest too much time and money into the platform. Pricing plans: The starter plan costs $/month. But if you want to add CRM capabilities to improve client data management and portfolio tracking, be ready to shell out around $/month. More pricing info here. PROS Top-tier marketing automation features Affordable starter plan Excellent deliverability performance (according to our test) CONS Restrictions on financial service-related content Pricey CRM add-on Client preview tests come with an extra charge of $/client Want to give it a quick audit? Try ActiveCampaign for free for days.
GetResponse GetResponse's homepage GetResponse is one of the most feature-rich email marketing platforms for financial advisors. Some paid extras that can benefit your practice include webinar hosting and built-in CRM for lead scoring. The platform also comes with powerful list automation and segmentation, allowing you to send highly relevant emails to each audience subgroup. Pricing plans: A free plan is available with reduced features. Plans start at $/month, which could be enough for your practice. But to take advantage of email automations, you have to opt for pricier plans starting at $/month. More pricing info here.
It’s not always clear what falls into iran telemarketing list these buckets, so it might be best to clarify with their customer team before you invest too much time and money into the platform. Pricing plans: The starter plan costs $/month. But if you want to add CRM capabilities to improve client data management and portfolio tracking, be ready to shell out around $/month. More pricing info here. PROS Top-tier marketing automation features Affordable starter plan Excellent deliverability performance (according to our test) CONS Restrictions on financial service-related content Pricey CRM add-on Client preview tests come with an extra charge of $/client Want to give it a quick audit? Try ActiveCampaign for free for days.
GetResponse GetResponse's homepage GetResponse is one of the most feature-rich email marketing platforms for financial advisors. Some paid extras that can benefit your practice include webinar hosting and built-in CRM for lead scoring. The platform also comes with powerful list automation and segmentation, allowing you to send highly relevant emails to each audience subgroup. Pricing plans: A free plan is available with reduced features. Plans start at $/month, which could be enough for your practice. But to take advantage of email automations, you have to opt for pricier plans starting at $/month. More pricing info here.