Our smart and intuitive finance marketing tools will help your bank, insurance or lending organization connect, engage with, and acquire new customers at scale.
Connect your CRM and trigger relevant messages that resonate with your prospects, customers, brokers and advisers. Create easy-to-design branded emails that communicate your brand values.
Our personalized cross-channel marketing tools will help you win customers and keep them happy. Deliver key info via SMS, cross-upsell with email, and deliver the best service through live chat.
Grow your business by enticing customers with helpful product recommendations. Our automation program will help you increase customer value, and widen your reach by generating reviews and referrals.
All the data you need in one place, ready for you to action. Filter customers based on different variables: from online behavior and email activity to preferences.
Connect Dotdigital with your CRM to harness your valuable customer data and insights.
Get to know your customers before you target them. Our easy editor helps you build smart data-capture forms in minutes.
Segment your customer list, targeting those who’ve opened an email, clicked on a link, or viewed a particular product.
Improve your content with preferences, test your campaign variables, and deliver timely, must-see messages like privacy and security updates with send time optimization.
Optimize your program with social retargeting that quickly returns customers to your site.
Drive the best possible performance with our testing tools – powerful and yet simple.
Deliver unique and tailored content to customers based on individual data.
Nurturing your B2B clients couldn’t be easier with Dotdigital. Generate valuable business leads, score, engage and convert them, then retain their custom with automated aftersales care.
Measure how likely a B2B lead is going to convert based on select criteria that assess contacts’ interactions.
Persuade contacts that your products and services are right for them, with promotional and content trigger campaigns.
Select from multiple B2B program templates and engage with prospects at the various touchpoints along their journey.
Measure the impact of your marketing campaigns using detailed email reporting, plus gauge the success of your dynamic content with link tagging. What’s more, our sender reputation score will keep you clued up on your deliverability performance, too.
Measure the performance of your marketing campaigns – see what worked well and what needs improving.
Useful insight at your fingertips: see what content is gaining traction and why, then strategize and scale your engagement.
Better understand your sender reputation; our deliverability indicators help you keep on top of your inbox placement.
After gathering your data together, it’s time to devise and build your customer marketing programs. Build impressive cross-channel automation journeys that deliver the right products and services to the right customers at the right time.
Trigger relevant emails that mean something to customers. Alert people when they’re overdrawn and resolve queries on live chat.
Tailor customer messages with dynamic content: products and services that are most likely to convert.
Our automation tool helps you build effective customer lifecycle programs designed to maximize engagement and retention.
Your custom Q&A: we’ll take you through the Dotdigital platform and its features. If we’re the right fit for you, we’ll outline a plan that aligns with your aims and objectives.
We’ll train your users so they’re up to speed, then activate all the features, including any connectors, included in your set-up.
Now comes the fun part: making the most of your new platform and its slick features. If you ever need a helping hand, whether basic advice or project support, you know who to ask.