at Financial Technnology Year
Please contact them if you have any questions.
ActiveCampaign from ActiveCampaign
Customer experience automation platform with email marketing, CRM, machine learning, and messaging capabilities. Financial advisors can create automated client journeys, segment contacts based on behavior, send targeted communications, and track engagement across multiple channels.
Product analysis by function
Marketing Automation Systems for Business Development and Marketing
Platforms that enable targeted digital marketing campaigns, drip email programs, content distribution, and lead nurturing for prospective clients with compliance-approved materials.
More Marketing Automation Systems
More Business Development and Marketing ...
Lead Management
(10 Yes /10 Known /11 Possible features)
|
Lead Capture Forms Customizable web forms to capture lead information directly into the system. |
ActiveCampaign provides customizable web forms for direct lead capture and automation workflows. | |
|
Lead Scoring Assigns scores to leads based on engagement or quality criteria. |
The platform includes lead scoring, with configurable rules based on activity and engagement. | |
|
Lead Segmentation Ability to group leads for targeted communications based on attributes and behaviors. |
Lead segmentation is a core feature in ActiveCampaign, supporting behavioral and attribute-based segmenting. | |
|
Automated Lead Assignment Automatically routes leads to appropriate sales or advisory staff. |
Automated lead assignment can be implemented using automations to route leads to team members. | |
|
Duplicate Detection Identifies and manages duplicate lead entries. |
Duplicate contact and lead detection is built into import and contact management processes. | |
|
Lead Enrichment Automatically adds supplemental data to lead profiles (e.g., financial background, demographics). |
ActiveCampaign offers lead enrichment through integrations (e.g., third-party enrichment tools and Zapier). | |
|
Import/Export Leads Bulk import and export of lead data in various formats (CSV, Excel, etc). |
Import/export of leads using CSV and Excel is supported natively. | |
|
Number of Leads Supported Maximum volume of leads the system can manage. |
No information available | |
|
Real-Time Lead Notifications Instant alerts when new leads are captured. |
Real-time email/SMS/in-app notifications can be configured for new lead creation. | |
|
Lead Source Tracking Tracks where and how a lead originated. |
Lead source tracking supported through UTM parameters, forms, and integrations. | |
|
Custom Lead Fields Ability to define custom data fields for unique attributes. |
Supports custom data fields for leads, allowing custom attributes to be added. |
Campaign Management
(11 Yes /11 Known /12 Possible features)
|
Multi-Channel Campaigns Support for email, SMS, social media, and other channels. |
Multichannel campaigns are possible: email, SMS, and third-party support like Facebook. | |
|
Personalization/Tokenization Dynamic insertion of personal or firm-specific info into campaign content. |
ActiveCampaign supports personalization/tokenization in email and messaging content. | |
|
Template Library Ready-made templates for common campaign types. |
The platform offers a template library with pre-built email/campaign templates. | |
|
A/B Testing Ability to test multiple variations of campaign elements. |
A/B testing features included for campaigns and automations. | |
|
Campaign Scheduling Plan and schedule in advance when campaigns are delivered. |
Campaign scheduling by date/time is built-in. | |
|
Drip Campaign Automation Automated delivery of campaign sequences based on time or user actions. |
Drip campaigns/step automations are a core feature of ActiveCampaign. | |
|
Event-Based Triggers Launch or alter campaigns based on client behaviors (e.g., website visit). |
Event-based triggers (e.g., site visit, link click, custom event) are supported in automations. | |
|
Contact List Management Organize and maintain campaign recipient lists. |
Comprehensive list/contact management tools included. | |
|
Campaign Performance Analytics Detailed reporting on campaign results and engagement. |
Campaign performance analytics and reporting are core platform features. | |
|
Unsubscribe/List Hygiene Tools Managing opt-outs and keeping the email list current. |
Unsubscribe management, list hygiene, and anti-spam built-in. | |
|
Number of Concurrent Campaigns Maximum campaigns that can run simultaneously. |
No information available | |
|
Approval Workflows Campaign content and flow requires approval from designated team members or compliance. |
Approval workflow features are present for campaigns (Enterprise plan or via user permissions). |
Email Marketing
(10 Yes /10 Known /10 Possible features)
|
Rich Email Editor Drag-and-drop or WYSIWYG editor for email creation. |
Rich drag-and-drop/WYSIWYG email editor is a core feature. | |
|
Responsive Email Design Templates and previews optimized for mobile and desktop. |
Responsive email templates and mobile/desktop previews are supported. | |
|
Deliverability Tools Built-in checks to maximize inbox placement and sender reputation. |
Email deliverability tools and recommendations are included. | |
|
Bounce Management Automatic handling of hard/soft bounces and removal from future sends. |
Handles bounce management automatically for email campaigns. | |
|
Open/Click Tracking Monitor who opens or clicks emails. |
Open and click tracking included as a standard reporting metric. | |
|
Email Throttling Controls volume/rate of outbound emails to avoid spam filters. |
Volume and send throttling controls are available for outbound email. | |
|
SPF/DKIM/DMARC Authentication Supports modern email authentication standards. |
ActiveCampaign supports SPF/DKIM authentication setup and DMARC compliance for improved deliverability. | |
|
Dynamic Content Blocks Conditional display of email sections based on user data. |
Dynamic content blocks allow for personalization based on contact segments. | |
|
Send Time Optimization Automatic selection of optimal send times for highest engagement. |
Send Time Optimization is an enterprise feature using machine learning. | |
|
Email Previews Preview how email appears across devices and clients. |
Email preview tools included for desktop/mobile/client previews. |
Workflow & Automation
(9 Yes /9 Known /9 Possible features)
|
Workflow Builder Visual design tool to create and modify automations and sequences. |
Workflow builder provided, allowing visual drag-and-drop automation design. | |
|
Conditional Logic Branch automations based on user actions, profile data, or events. |
Conditional logic is supported within automations for any step. | |
|
Task Assignment Automatically assigns follow-ups or next actions to team members. |
Automated task assignment via 'Deals'/CRM automation steps. | |
|
Internal Notifications Triggers for staff via email, SMS, or in-app alerts. |
Internal notifications via email, push, mobile, and in-app alerts are standard. | |
|
External Triggers Initiate automations based on events in other apps (via integration). |
Webhooks and integrations allow automation triggers from other apps (supports Zapier and API). | |
|
Delay and Wait Steps Ability to specify time delays or wait for completion before advancing. |
Delay and wait steps can be added in automation flows natively. | |
|
Re-usable Workflow Templates Pre-built automation flows for common use cases (e.g., onboarding). |
Re-usable workflow/automation templates available both pre-built and user-defined. | |
|
Error Handling Options to manage failures in automations (e.g., fallback steps). |
Basic error handling is present (e.g., fallback paths in automations). | |
|
Workflow Reporting Analytics to monitor and optimize automation effectiveness. |
Workflow reporting/analytics available within automation reporting tools. |
Integration Capabilities
(7 Yes /7 Known /8 Possible features)
|
CRM Integration Native or API connections to customer relationship management platforms. |
CRM integration is included – native CRM and third-party CRMs (Salesforce, Zoho, etc.). | |
|
Calendar Integration Integration with calendaring tools such as Outlook or Google Calendar. |
Integrates with calendaring tools via native and Zapier/third-party integrations. | |
|
Custodian/Portfolio Platform Integration Direct connection to financial data or portfolio management systems. |
Integrates with various portfolio software via Zapier/custom APIs; direct custodian integration is less common, but possible with open API. | |
|
Contact Synchronization Two-way sync with contact books or directories. |
Two-way sync possible with Google Contacts, Outlook, and others through integrations. | |
|
API Availability Public or partner APIs to support customization and other integrations. |
Robust public API available for custom integrations. | |
|
Webhooks Real-time event-driven integrations with external systems. |
Webhooks are supported for real-time event-driven integrations. | |
|
Zapier/Connector Support Works with integration platforms for non-technical automation. |
Zapier integration available, supporting a wide variety of third-party tools. | |
|
Number of Supported Integrations Quantity of third-party tools with available native integrations. |
No information available |
Compliance & Security
(8 Yes /8 Known /9 Possible features)
|
FINRA/SEC/GDPR Compliance Tools Support for major financial and privacy regulations (logging, archiving, disclosures). |
No information available | |
|
Role-Based Access Controls Granular controls for user access to features and data. |
Role-based access controls are available for users/teams. | |
|
Audit Trail Comprehensive log of all changes and user actions. |
Comprehensive audit logs track user activity and content changes. | |
|
Data Encryption Encryption in transit and at rest for all sensitive data. |
Data encryption at rest and in transit is available. | |
|
User Authentication Multi-factor authentication and secure login options. |
Supports multi-factor authentication and secure login options. | |
|
Data Retention Policies Controls over how long data is stored or archived. |
Data retention policy controls available, especially for GDPR compliance. | |
|
Secure Data Export Options for encrypted download of client or marketing data. |
Data export is available with secure file options. | |
|
Consent Management Tools to track and manage user marketing preferences and consent. |
Consent management included (GDPR mode, opt-in/opt-out tracking). | |
|
Anonymization/Pseudonymization Tools Ability to depersonalize data when required for compliance. |
Tools for anonymizing/pseudonymizing data available (primarily for GDPR). |
Analytics & Reporting
(8 Yes /8 Known /9 Possible features)
|
Customizable Dashboards User-defined dashboards for quick overview of KPIs. |
Customizable dashboards for reporting and KPI overview. | |
|
Real-Time Analytics Live reporting on activities, leads, and campaigns. |
Real-time analytics available for marketing, sales, and engagement. | |
|
Attribution Reporting Tracks which touchpoints drive conversions. |
Attribution reporting supported (track what actions lead to conversion). | |
|
Funnel Analysis Visualizes where leads drop off and progress through stages. |
Funnel and stage reporting/visualization included. | |
|
ROI Calculation Shows financial return for each campaign and channel. |
ROI/reporting tools show campaign/channel performance. | |
|
Scheduled Report Delivery Automated distribution of reports to stakeholders. |
Automated report scheduling and email delivery available. | |
|
Exportable Reports Downloadable in common formats (PDF, CSV, XLS). |
Reports exportable to PDF, CSV, XLS formats. | |
|
Custom Report Builder Flexible creator for ad hoc or bespoke reports. |
Custom report builder for ad hoc or bespoke reports provided. | |
|
Number of Standard Reports Quantity of built-in, ready-to-use reports. |
No information available |
Client Engagement Tracking
(5 Yes /5 Known /7 Possible features)
|
Interaction History Chronological log of all communications and meetings. |
Interaction history tracking is available for each contact (timeline view of communications and actions). | |
|
Website Activity Tracking Tracks prospect/client visits and behaviors on firm sites. |
Website activity tracking supported via tracking code. | |
|
Event Attendance Tracking Monitors registration and participation in webinars, seminars, etc. |
Event attendance can be managed with integrations (e.g., Eventbrite or Zoom integration). | |
|
Survey/Feedback Tools Collects client satisfaction or NPS scores. |
Survey and feedback tools available through integrations (e.g., Typeform, SurveyMonkey). | |
|
Document Engagement Analytics Tracks when client-facing documents are opened or read. |
No information available | |
|
Communication Frequency Analytics Monitors how often clients are contacted. |
Communication frequency and engagement metrics are available at contact and campaign levels. | |
|
Time to Initial Response Average response time from lead inquiry to first contact. |
No information available |
Content Management
(6 Yes /6 Known /7 Possible features)
|
Content Library Central repository for marketing collateral, templates, disclosures, etc. |
Includes a content library for storing templates and marketing materials. | |
|
Version Control Tracks changes and access to documents over time. |
No information available | |
|
Approval Workflows Content must be reviewed/approved before use. |
Approval workflow on content/campaigns via permissions (especially at higher tiers). | |
|
Search and Tagging Quickly locate and filter content by tags, categories, keywords. |
Content library supports search/tagging by custom categories. | |
|
Personalized Content Distribution Delivers specific content to target segments or individuals. |
Content distribution can be targeted/personalized to segmented lists and individuals. | |
|
Integration with Client Portals Ability to publish or share content directly to portals. |
Integrates with third-party client portals via Zapier and API. | |
|
Content Expiry/Retention Settings Automatic management and archiving of outdated content. |
Content expiry and retention are supported via automation rules. |
User Experience & Accessibility
(6 Yes /6 Known /7 Possible features)
|
Mobile App Availability Is there a native mobile application for advisers and/or clients? |
Native iOS and Android mobile apps for advisors and for contact management. | |
|
Browser Compatibility Works on all major browsers without loss of functionality. |
Supports all major browsers per documentation. | |
|
Customizable User Interface Users can adapt layout, dashboards, and key settings. |
User interface can be customized at dashboard and workflow levels. | |
|
Accessibility Compliance Supports standards for screen readers and accessible navigation. |
Platform aims for accessibility compliance (WCAG), with keyboard navigation and screen reader support. | |
|
Multi-Language Support User interface and communications available in various languages. |
Supports multiple languages for interface and emails. | |
|
User Training Resources Guides, videos, or embedded help for staff onboarding. |
Extensive online help, onboarding resources, and webinars available. | |
|
System Uptime Average percentage of time system is available during a year. |
No information available |
Scalability & Performance
(4 Yes /4 Known /7 Possible features)
|
Concurrent User Capacity Maximum number of users that can be active at the same time. |
No information available | |
|
Bulk Data Handling Support for large lists, imports, and batch campaign actions. |
Bulk data handling for contacts, imports, and campaigns is supported at all tiers. | |
|
Cloud Hosting Is the platform hosted in a scalable cloud environment? |
The platform is hosted on cloud infrastructure (AWS). | |
|
Performance SLAs Documented guarantees on speed and reliability. |
Performance SLAs available for Enterprise customers. | |
|
Auto-Scaling Infrastructure System can dynamically expand resources based on usage. |
Auto-scaling cloud infrastructure supports usage spikes. | |
|
Data Storage Limit Maximum size of data that can be stored. |
No information available | |
|
API Call Rate Limit Maximum API calls supported per second/minute. |
No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.