Financial services

Empower customers to manage their finances
better with omnichannel marketing automation.

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Attract new customers

Deliver future-proof experiences to your customers

Financial services marketers choose dotdigital Engagement Cloud because of its ease of use, smart functionality, and seamless integration with Microsoft Dynamics CRM. Our solution is ideal for navigating the ongoing changes in the financial services world. Advances in technology have created new opportunities for consumers, plus set higher expectations. So, whether you’re a bank lender or insurance provider, we have the automation tools you need to deliver personalized messages at scale.

Plus, with dotdigital you can:

  • Track important metrics across the user journey
  • Deliver seamless customer experiences on multiple channels
  • Connect with prospects, customers, brokers and advisers
  • Rely on expert account management to help grow your programs
  • Record consent and stay GDPR-compliant


  • Convert more with automation

    Educate customers about your products and services and convert them with relevant and targeted automated messages.

  • Hassle-free experiences

    Segment and score your contacts, tailoring content to their needs, for marketing experiences that aren't disruptive but seamless.

  • Inspire life-long advocacy

    Keep customers sticky through value-added loyalty programs, driving even more engagement, referrals, and word of mouth.

The all-in-one engagement platform

Connect with audiences on their preferred channels using Engagement Cloud

Action your CRM insight
Use your CRM data to build audience segments and automate important, time-sensitive workflows – delivering important messages on the right device.

Score contact engagement
Garner preferences and behaviors to score contacts. Gauge their suitability for products and qualify them fast, enrolling prospects and customers onto the right programs.

Automate lifecycle programs
From customer nurture campaigns to product updates and support, build engaging campaigns that automate guidance for financial services customers.

Make finance accessible
Keep customers on top of their finances with triggered messages when they’ve gone overdrawn or have an approaching direct debit.

Optimize engagements
Inform your content with preferences and deliver timely, must-see messages like privacy and security updates with send time optimization.

Exceed expectations
Create first-class experiences for everyone, from first-time buyers to pensioners, delivering authentic advice over live chat, Facebook Messenger, and other channels.

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Create marketing experiences that count

dotdigital's intuitive data-driven tools make you a smarter, faster taskmaster

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Gather your key data under one roof and build smarter segments that help you target customers more effectively. Getting the message right has never been easier: With dotdigital linked to your CRM, you can utilize your data to drive powerful workflows that inform teams – across your whole organization – with actionable insight.

Capture contacts’ preferences through easy-to-build forms and on branded landing pages, then curate the right message on their favorite channel. Whether it’s email programs or broadcast SMS, social retargeting ads or push campaigns, data-driven messages provide instant context for consumers in a noisy digital world.

Whether your focus is opens and clicks or conversion rate, our suite of reporting tools has you covered. Measure the impact of your omnichannel 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.

Get your
marketing on track

Schedule a one-to-one platform demo to learn more
about Engagement Cloud


    Book a consultation

    Get a free 15-minute consultation & demo of Engagement Cloud from a marketing expert.