Personalized communication is one of the most powerful tools a community bank or credit union has, but delivering it manually across a growing customer base is not sustainable. Abrigo's Marketing Automation gives your team the tools to build, execute, and measure targeted campaigns without the manual effort, so you can stay connected with every customer at every stage of the relationship.
Grow relationships with smarter marketing
Marketing tools built for the way financial institutions grow
Marketing Automation puts real customer data at the center of every campaign, so your team is always working from insight rather than guesswork. From onboarding new customers to expanding existing relationships, the platform helps your team deliver personalized experiences at scale.
Campaign creation and management
Design, schedule, and deliver marketing campaigns to any segment of your customer base. Built-in reporting lets you monitor performance in real time and optimize your strategy without waiting for manual analysis.
Personalized email campaigns
Track referrals from introduction through account opening, with automatic close-out when a new account is opened. No referral falls through the cracks and your team always knows where each opportunity stands.
Automated follow-up communications
Keep customers informed and engaged across every touchpoint, including email, SMS, and phone, with automated follow-up sequences that run in the background while your team focuses on higher-value interactions.
Customer segmentation
Group customers by account data, behavior, product ownership, demographics, or any combination of criteria. Precise segmentation means your campaigns reach exactly the right audience with messaging that resonates and drives response.
Data-driven cross-selling
Identify cross-sell opportunities automatically using CRM data and customer profiles. Present the right product to the right customer at the right time without relying on your team to manually identify every opportunity.
Automated onboarding journeys
Guide new customers through a structured onboarding experience from day one. Automated touchpoints ensure new relationships start strong, products get adopted faster, and early attrition is reduced.
Campaign performance reporting
Track the results of every campaign with built-in reporting that shows open rates, response rates, conversions, and more. Know what's working, what isn't, and where to focus next without building reports from scratch.
CRM-powered personalization
Every campaign draws directly from the 360 View CRM data your team is already maintaining. No data imports, no manual syncing. The CRM and marketing modules work together seamlessly so your messaging is always current and relevant.
List management
Build and maintain targeted contact lists based on any combination of customer data, product ownership, or behavior. Clean, well-segmented lists are the foundation of every successful campaign and 360 View keeps them current automatically.
SmartPops™: Turn every interaction into an opportunity
SmartPops™ displays real-time, customer-specific prompts directly on your employee's screen at the moment of interaction, based on customer data, account activity, and qualifying campaigns. No searching for the right offer. No missed cross-sell moments. Just the right message exactly when it matters most.Built to connect every touchpoint in the customer relationship
Marketing Automation is most powerful when it works as part of a broader relationship management strategy, and with 360 View CRM that connection is built in. Your marketing activity and your relationship activity are always in sync, giving every team member a complete picture of where each customer is in their journey.
Works seamlessly with 360 View CRM
Every campaign, every automated touchpoint, and every customer interaction flows back into the CRM. Relationship managers always know what marketing communications a customer has received, so follow-up conversations are informed and relevant.
Scales with your institution
Whether you are managing campaigns for a single branch or coordinating marketing activity across multiple locations, Abrigo's Marketing Automation scales to fit your institution without requiring additional resources or a dedicated marketing operations team.
Add capabilities as your needs evolve
Start with CRM and Marketing Automation as your foundation, then expand into Actionlytics™, Customer Profitability, and Goals and Incentives as your needs grow. The more of the Banking CRM Platform you use, the deeper your customer insights and the smarter your marketing becomes.
Ready to see Marketing Automation in action?
See how Abrigo's Marketing Automation helps banks and credit unions deliver personalized campaigns, automate customer journeys, and grow relationships at scale.
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