Financial Institutions that rely on Critical Impact:
Top Features for High-Impact Marketing
Automation Builder
Perfect for account holder acquisition, onboarding, and cross-selling! Through the Automation Builder, you can run a series of automated emails designed to attract new consumers and engage every account holder at every stage of their customer journey.
How Marketers Use It:
The Automation Builder helps marketers more easily and effectively: acquire new account holders, welcome new members to their financial institution, drive new member referrals, cross-sell loan offers … the possibilities are endless!
Automation Builder for Financial Institutions — Learn More >>
Triggered Emails
Triggered Emails are automated emails based on a date (like member anniversary) or a behavior (open, click, website activity).
For example, if you have an account holder that interacts with a specific web page for a certain amount of time as a result of an email you’ve sent, the member receives an automation with more information on the service. It’s the right message, to the right person, at the EXACT right time.
How Marketers Use It:
Marketers at financial institutions use triggered emails to reach leads and account holders at optimal times for optimal results — specifically when members are new, or actively shopping for loans.
Surveys & Polls
No need for a separate survey tool. Easily gather member satisfaction ratings and suggestions for service improvement by dropping surveys and polls in your emails. Choose from multiple choice, fill in the blank, or matrix-style questions. All survey and poll responses are instantly viewable for each member record.
How Marketers Use It:
Marketers at financial institutions use the surveys and polls to keep a constant read on member satisfaction — feedback that is then used to build new programs and improve existing programs that deliver a consistent branch-wide member experience.
Why Critical Impact for Financial Institutions?
In addition to the complete Critical Impact email marketing software solution, banks and credit unions benefit from:
Sub Accounts
Keep all communications organized and easily manageable. Our financial institution clients use sub accounts to separate their operational communications from compliance updates and marketing emails. The software also allows you to easily push content to all sub accounts.
FTP & API Functionality
Up-to-date account holder records ensure more effective marketing, and operational time-savings. We offer FTP functionality and API calls to sync your core proprietary system with the software, so record information is always current.
Easy-to-Use Interface
No learning curve here. The simple layout and intuitive structure makes the software interface one of the easiest for you and your team to use.
Quick & Easy Import
Thousands of contacts? No problem. Importing your contacts is easy and only takes a few minutes.
Simple Start
No complicated onboarding process. The entire software can be learned in under an hour.
More Built-In Tools to Maximize Your Marketing Impact
Full Feature List
- Drag and Drop Message Builder
- Template Library (50+ templates & layouts)
- Advanced List Segmentation
- A/B Testing
- Geo-Targeting
- Inbox Testing
- Dynamic Content
- Automation Builder
- Drip Campaigns
- Email Subscriber Scoring
- Auto-Segmentation
- Triggered Emails
- Abandoned Cart Messaging
- Form Builder
- Surveys & Polls
- Web Visitor Tracking
- Conversion Tracking
- Real-Time Tracking & Reporting
- Salesforce Integration
- Google Analytics Integration
- Oracle Sales Cloud Integration
- E-Commerce Integrations
- SMS Messages
- SMS Lead Capture
- Automated SMS
- FTP & API Functionality
- Sub Accounts