Marketing Automation for Financial Services

Marketing automation templates for financial services.

Track website and email engagement

Timestamp key website and email activities to understand how engaged your contacts are.

Overdue Payment Alerts

Alerts contacts when their payment is overdue, and remind them to pay before their account is cancelled.

Managing Marketing Qualified Leads

Chargify’s sophisticated customer journey puts everything together, and enables marketing teams to qualify and nurture leads to ensure that viable prospects are provided to the sales team.

Send a gated piece of content

Capture a gated content form, send new leads the content to download and assign the leads.
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Capture leads from a form and send a follow up email

Follow up news leads after they submit a form on your website.
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