at Financial Technnology Year
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Mailchimp Marketing Platform from Mailchimp
All-in-one marketing platform with email marketing, audience management, marketing automation, and campaign analytics. Financial advisors can create professional newsletters, automated drip campaigns, landing pages, and targeted ads with compliance-friendly templates.
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
(9 Yes /9 Known /11 Possible features)
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Lead Capture Forms Customizable web forms to capture lead information directly into the system. |
Mailchimp provides customizable signup forms to capture lead information directly into its audience database. | |
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Lead Scoring Assigns scores to leads based on engagement or quality criteria. |
Mailchimp offers lead scoring through segmentation and behavioral tagging for campaign targeting. | |
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Lead Segmentation Ability to group leads for targeted communications based on attributes and behaviors. |
Mailchimp supports segmentation based on custom attributes and user behaviors. | |
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Automated Lead Assignment Automatically routes leads to appropriate sales or advisory staff. |
No information available | |
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Duplicate Detection Identifies and manages duplicate lead entries. |
Mailchimp automatically detects and manages duplicate contacts within audience lists. | |
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Lead Enrichment Automatically adds supplemental data to lead profiles (e.g., financial background, demographics). |
Mailchimp enriches lead profiles using connected sources and opt-in details (location, behavior tracking). | |
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Import/Export Leads Bulk import and export of lead data in various formats (CSV, Excel, etc). |
Mailchimp allows bulk import and export of contacts in CSV, Excel, and other common formats. | |
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Number of Leads Supported Maximum volume of leads the system can manage. |
No information available | |
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Real-Time Lead Notifications Instant alerts when new leads are captured. |
Mailchimp notifies users in real time via app and email when new leads are captured. | |
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Lead Source Tracking Tracks where and how a lead originated. |
Mailchimp tracks lead source (landing page, signup form, API, etc.). | |
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Custom Lead Fields Ability to define custom data fields for unique attributes. |
Mailchimp allows creation of custom fields for contacts and leads. |
Campaign Management
(10 Yes /10 Known /12 Possible features)
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Multi-Channel Campaigns Support for email, SMS, social media, and other channels. |
Mailchimp supports campaigns via email, SMS, social media ads, and more. | |
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Personalization/Tokenization Dynamic insertion of personal or firm-specific info into campaign content. |
Mailchimp enables dynamic personalization: user names, business fields, and more. | |
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Template Library Ready-made templates for common campaign types. |
Large library of email and landing page templates available for all campaign types. | |
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A/B Testing Ability to test multiple variations of campaign elements. |
Mailchimp supports A/B testing (subject lines, content, send times, etc.). | |
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Campaign Scheduling Plan and schedule in advance when campaigns are delivered. |
Campaign scheduling functionality is a core feature for timing email and other outbound content. | |
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Drip Campaign Automation Automated delivery of campaign sequences based on time or user actions. |
Mailchimp supports drip automations as part of marketing automation features. | |
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Event-Based Triggers Launch or alter campaigns based on client behaviors (e.g., website visit). |
Mailchimp automation workflows can trigger based on user events like opens, clicks, web visits, etc. | |
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Contact List Management Organize and maintain campaign recipient lists. |
Enables creation, management, and cleansing of contact/audience lists. | |
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Campaign Performance Analytics Detailed reporting on campaign results and engagement. |
Mailchimp reporting includes campaign delivery rates, open/click rates, and other analytics. | |
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Unsubscribe/List Hygiene Tools Managing opt-outs and keeping the email list current. |
Unsubscribe links, opt-out management and list cleaning tools are included. | |
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Number of Concurrent Campaigns Maximum campaigns that can run simultaneously. |
No information available | |
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Approval Workflows Campaign content and flow requires approval from designated team members or compliance. |
No information available |
Email Marketing
(10 Yes /10 Known /10 Possible features)
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Rich Email Editor Drag-and-drop or WYSIWYG editor for email creation. |
Mailchimp’s campaign builder is a drag-and-drop WYSIWYG editor. | |
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Responsive Email Design Templates and previews optimized for mobile and desktop. |
All templates are responsive and previewable on both desktop and mobile. | |
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Deliverability Tools Built-in checks to maximize inbox placement and sender reputation. |
Spam checks and deliverability tips are built into the platform. | |
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Bounce Management Automatic handling of hard/soft bounces and removal from future sends. |
Mailchimp manages bounce handling for email campaigns automatically. | |
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Open/Click Tracking Monitor who opens or clicks emails. |
Open and click tracking are provided in standard campaign reports. | |
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Email Throttling Controls volume/rate of outbound emails to avoid spam filters. |
Throttling controls are available, especially on higher volume plans via API settings. | |
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SPF/DKIM/DMARC Authentication Supports modern email authentication standards. |
Mailchimp emails can be authenticated via SPF, DKIM, and DMARC configuration. | |
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Dynamic Content Blocks Conditional display of email sections based on user data. |
Dynamic content blocks can be configured using conditional merge tags. | |
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Send Time Optimization Automatic selection of optimal send times for highest engagement. |
Send time optimization is included on Standard and Premium plans. | |
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Email Previews Preview how email appears across devices and clients. |
Mailchimp previews are available for different email clients and devices. |
Workflow & Automation
(7 Yes /7 Known /9 Possible features)
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Workflow Builder Visual design tool to create and modify automations and sequences. |
Mailchimp offers a journey and automation builder for creating workflows. | |
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Conditional Logic Branch automations based on user actions, profile data, or events. |
Automations can branch by conditions (e.g., opens, clicks, data fields). | |
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Task Assignment Automatically assigns follow-ups or next actions to team members. |
No information available | |
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Internal Notifications Triggers for staff via email, SMS, or in-app alerts. |
Mailchimp can trigger internal notifications for user-defined events (email, in-app). | |
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External Triggers Initiate automations based on events in other apps (via integration). |
Mailchimp automations support triggers from external systems via integrations (Zapier, webhooks, API). | |
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Delay and Wait Steps Ability to specify time delays or wait for completion before advancing. |
Delay/timed steps are configurable inside automation/journey builder. | |
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Re-usable Workflow Templates Pre-built automation flows for common use cases (e.g., onboarding). |
Pre-built automation templates for onboarding, engagement, etc. are included. | |
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Error Handling Options to manage failures in automations (e.g., fallback steps). |
No information available | |
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Workflow Reporting Analytics to monitor and optimize automation effectiveness. |
Mailchimp offers automation reporting dashboards for analyzing performance of automated workflows. |
Integration Capabilities
(5 Yes /5 Known /8 Possible features)
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CRM Integration Native or API connections to customer relationship management platforms. |
Mailchimp can integrate with CRMs (Salesforce, HubSpot, etc.) natively or via API/Zapier. | |
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Calendar Integration Integration with calendaring tools such as Outlook or Google Calendar. |
Includes calendar integration with Google Calendar (for bookings/appointments via related tools or add-ons). | |
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Custodian/Portfolio Platform Integration Direct connection to financial data or portfolio management systems. |
No information available | |
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Contact Synchronization Two-way sync with contact books or directories. |
No information available | |
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API Availability Public or partner APIs to support customization and other integrations. |
Comprehensive developer API is available for custom integrations. | |
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Webhooks Real-time event-driven integrations with external systems. |
Webhooks are supported for real-time event-driven integrations. | |
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Zapier/Connector Support Works with integration platforms for non-technical automation. |
Mailchimp has native Zapier integration for connecting to 1000+ apps. | |
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Number of Supported Integrations Quantity of third-party tools with available native integrations. |
No information available |
Compliance & Security
(7 Yes /7 Known /9 Possible features)
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FINRA/SEC/GDPR Compliance Tools Support for major financial and privacy regulations (logging, archiving, disclosures). |
Mailchimp provides compliance tools for GDPR, CCPA, and email archiving/logging, though full SEC/FINRA compliance is the user's responsibility for most content. | |
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Role-Based Access Controls Granular controls for user access to features and data. |
Mailchimp allows for role-based permissions for account and audience access. | |
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Audit Trail Comprehensive log of all changes and user actions. |
No information available | |
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Data Encryption Encryption in transit and at rest for all sensitive data. |
Mailchimp encrypts data in transit with SSL and at rest in its databases. | |
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User Authentication Multi-factor authentication and secure login options. |
Supports two-factor authentication and secure logins for user accounts. | |
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Data Retention Policies Controls over how long data is stored or archived. |
Enables account-level controls for contact retention, archiving, and deletion. | |
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Secure Data Export Options for encrypted download of client or marketing data. |
Data export can be performed via secure, encrypted downloads. | |
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Consent Management Tools to track and manage user marketing preferences and consent. |
Consent management, opt-in tracking, and preference centers are provided. | |
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Anonymization/Pseudonymization Tools Ability to depersonalize data when required for compliance. |
No information available |
Analytics & Reporting
(8 Yes /8 Known /9 Possible features)
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Customizable Dashboards User-defined dashboards for quick overview of KPIs. |
Campaign dashboards and widgets can be arranged and customized by user. | |
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Real-Time Analytics Live reporting on activities, leads, and campaigns. |
Analytics are updated in real-time for campaign performance. | |
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Attribution Reporting Tracks which touchpoints drive conversions. |
Attribution and conversion tracking are supported, especially for ecommerce and signups. | |
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Funnel Analysis Visualizes where leads drop off and progress through stages. |
Mailchimp provides visual funnel and journey analytics for lead dropoff and conversions. | |
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ROI Calculation Shows financial return for each campaign and channel. |
ROI and revenue analytics are provided for integrated ecommerce and ad campaigns. | |
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Scheduled Report Delivery Automated distribution of reports to stakeholders. |
Reports can be scheduled for automated delivery to team emails. | |
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Exportable Reports Downloadable in common formats (PDF, CSV, XLS). |
Users can export reports in CSV, XLS, and PDF formats. | |
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Custom Report Builder Flexible creator for ad hoc or bespoke reports. |
Custom report builder allows users to create ad hoc analytics. | |
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Number of Standard Reports Quantity of built-in, ready-to-use reports. |
No information available |
Client Engagement Tracking
(6 Yes /6 Known /7 Possible features)
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Interaction History Chronological log of all communications and meetings. |
Mailchimp maintains a log of all interaction history (email, ads, forms, etc.) per contact. | |
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Website Activity Tracking Tracks prospect/client visits and behaviors on firm sites. |
Tracks website visitor activity when tracking code is installed. | |
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Event Attendance Tracking Monitors registration and participation in webinars, seminars, etc. |
Event registration and attendance tracking features integrated through event tools or integrations. | |
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Survey/Feedback Tools Collects client satisfaction or NPS scores. |
Mailchimp includes built-in surveys and feedback tools. | |
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Document Engagement Analytics Tracks when client-facing documents are opened or read. |
Document engagement can be tracked with campaign attachments and hosted files. | |
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Communication Frequency Analytics Monitors how often clients are contacted. |
Analyzes and reports on communication frequency for contacts and audience segments. | |
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Time to Initial Response Average response time from lead inquiry to first contact. |
No information available |
Content Management
(4 Yes /4 Known /7 Possible features)
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Content Library Central repository for marketing collateral, templates, disclosures, etc. |
Mailchimp supports a content library for images, documents, templates, and other assets. | |
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Version Control Tracks changes and access to documents over time. |
No information available | |
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Approval Workflows Content must be reviewed/approved before use. |
No information available | |
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Search and Tagging Quickly locate and filter content by tags, categories, keywords. |
Assets are searchable and can be tagged for quicker access. | |
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Personalized Content Distribution Delivers specific content to target segments or individuals. |
Content can be distributed to segments or individuals based on personalization and list logic. | |
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Integration with Client Portals Ability to publish or share content directly to portals. |
No information available | |
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Content Expiry/Retention Settings Automatic management and archiving of outdated content. |
Mailchimp allows for archiving and expiration of outdated content/assets. |
User Experience & Accessibility
(5 Yes /5 Known /7 Possible features)
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Mobile App Availability Is there a native mobile application for advisers and/or clients? |
Native mobile app is available for campaign management and analytics. | |
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Browser Compatibility Works on all major browsers without loss of functionality. |
Mailchimp operates through all major browsers (Chrome, Edge, Firefox, Safari). | |
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Customizable User Interface Users can adapt layout, dashboards, and key settings. |
Users can customize dashboard widgets, notifications, and layout settings. | |
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Accessibility Compliance Supports standards for screen readers and accessible navigation. |
No information available | |
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Multi-Language Support User interface and communications available in various languages. |
The Mailchimp interface provides multi-language support for users and campaign content. | |
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User Training Resources Guides, videos, or embedded help for staff onboarding. |
Knowledge base, videos, walkthroughs, and support guides are available for user onboarding. | |
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System Uptime Average percentage of time system is available during a year. |
No information available |
Scalability & Performance
(3 Yes /3 Known /7 Possible features)
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Concurrent User Capacity Maximum number of users that can be active at the same time. |
No information available | |
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Bulk Data Handling Support for large lists, imports, and batch campaign actions. |
Mailchimp is designed for large bulk lists and batch processing of sends, import/export. | |
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Cloud Hosting Is the platform hosted in a scalable cloud environment? |
Mailchimp is hosted in the cloud (AWS infrastructure) and is highly scalable. | |
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Performance SLAs Documented guarantees on speed and reliability. |
No information available | |
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Auto-Scaling Infrastructure System can dynamically expand resources based on usage. |
Mailchimp automatically scales based on demand, suitable for campaigns from small to millions of recipients. | |
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Data Storage Limit Maximum size of data that can be stored. |
No information available | |
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API Call Rate Limit Maximum API calls supported per second/minute. |
No information available |
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