at Financial Technnology Year
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Constant Contact from Constant Contact
Email marketing platform with automation tools, customizable templates, contact management, and reporting. Financial advisors can create newsletters, event invitations, automated welcome series, and educational content with industry-specific templates and compliance considerations.
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
(8 Yes /9 Known /11 Possible features)
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Lead Capture Forms Customizable web forms to capture lead information directly into the system. |
Constant Contact provides customizable web forms for lead capture in its signup forms module. | |
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Lead Scoring Assigns scores to leads based on engagement or quality criteria. |
Not as far as we are aware.* No native lead scoring ability documented. Lead tracking is available, but scoring is not. | |
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Lead Segmentation Ability to group leads for targeted communications based on attributes and behaviors. |
Segmentation options available based on contact attributes, tags, and engagement. | |
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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. |
System prevents/detects duplicate contacts during import and signup form submission. | |
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Lead Enrichment Automatically adds supplemental data to lead profiles (e.g., financial background, demographics). |
Contact enrichment via integrations (e.g., pulling additional profile or social data in some plans). | |
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Import/Export Leads Bulk import and export of lead data in various formats (CSV, Excel, etc). |
Bulk import/export supported via CSV/XLS. | |
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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. |
New lead notifications can be enabled by email or app. | |
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Lead Source Tracking Tracks where and how a lead originated. |
Source tracking for leads is available through forms and integrations. | |
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Custom Lead Fields Ability to define custom data fields for unique attributes. |
Custom fields can be created for contacts. |
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. |
Supports campaigns via email, SMS (with add-on), and social marketing. | |
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Personalization/Tokenization Dynamic insertion of personal or firm-specific info into campaign content. |
Personalization is possible via dynamic fields (e.g., recipient name, firm info) in templates. | |
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Template Library Ready-made templates for common campaign types. |
Template library with hundreds of pre-built campaign types. | |
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A/B Testing Ability to test multiple variations of campaign elements. |
A/B subject line and content testing available. | |
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Campaign Scheduling Plan and schedule in advance when campaigns are delivered. |
Campaign scheduling is a core recommended workflow. | |
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Drip Campaign Automation Automated delivery of campaign sequences based on time or user actions. |
Drip campaign (autoresponder/automated email series) supported. | |
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Event-Based Triggers Launch or alter campaigns based on client behaviors (e.g., website visit). |
Event and behavior triggers (e.g., link click, joining a list) can launch flows. | |
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Contact List Management Organize and maintain campaign recipient lists. |
List management for segmentation/grouping/organizing recipients is standard. | |
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Campaign Performance Analytics Detailed reporting on campaign results and engagement. |
Campaign analytics dashboards and reports included. | |
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Unsubscribe/List Hygiene Tools Managing opt-outs and keeping the email list current. |
Unsubscribe and list management tools provided. | |
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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. |
WYSIWYG drag-and-drop editor is a major selling feature. | |
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Responsive Email Design Templates and previews optimized for mobile and desktop. |
Responsive templates, previews, and guides for mobile optimization. | |
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Deliverability Tools Built-in checks to maximize inbox placement and sender reputation. |
Deliverability analytics and tips built in (DKIM/SPF, inbox check, device preview). | |
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Bounce Management Automatic handling of hard/soft bounces and removal from future sends. |
Bounce handling/reporting and automatic removal of persistent bounces. | |
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Open/Click Tracking Monitor who opens or clicks emails. |
Open/click tracking dashboard available for all campaigns. | |
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Email Throttling Controls volume/rate of outbound emails to avoid spam filters. |
Email throttling controls per industry spam compliance. | |
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SPF/DKIM/DMARC Authentication Supports modern email authentication standards. |
Built-in support for SPF/DKIM authentication; DMARC is supported. | |
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Dynamic Content Blocks Conditional display of email sections based on user data. |
Conditional content blocks enabled by user tags or list membership. | |
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Send Time Optimization Automatic selection of optimal send times for highest engagement. |
Send-time optimization available with premium and advanced automations. | |
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Email Previews Preview how email appears across devices and clients. |
Email previews for device types and popular clients available in editor. |
Workflow & Automation
(0 Yes /0 Known /9 Possible features)
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Workflow Builder Visual design tool to create and modify automations and sequences. |
No information available | |
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Conditional Logic Branch automations based on user actions, profile data, or events. |
No information available | |
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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. |
No information available | |
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External Triggers Initiate automations based on events in other apps (via integration). |
No information available | |
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Delay and Wait Steps Ability to specify time delays or wait for completion before advancing. |
No information available | |
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Re-usable Workflow Templates Pre-built automation flows for common use cases (e.g., onboarding). |
No information available | |
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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. |
No information available |
Integration Capabilities
(6 Yes /6 Known /8 Possible features)
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CRM Integration Native or API connections to customer relationship management platforms. |
Integrates with CRMs like Salesforce, HubSpot, and others via native and Zapier. | |
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Calendar Integration Integration with calendaring tools such as Outlook or Google Calendar. |
Google Calendar integration and event invitations are supported. | |
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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. |
Contact sync available with Google, Outlook, and CRMs. | |
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API Availability Public or partner APIs to support customization and other integrations. |
API is available for partners and developers. | |
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Webhooks Real-time event-driven integrations with external systems. |
Webhooks and event notification available via developer platform. | |
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Zapier/Connector Support Works with integration platforms for non-technical automation. |
Supported integration with Zapier and other connector services. | |
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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)
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FINRA/SEC/GDPR Compliance Tools Support for major financial and privacy regulations (logging, archiving, disclosures). |
CAN-SPAM, GDPR, and some SEC/FINRA-relevant compliance automation tools available. However, firms should review total coverage for their needs. | |
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Role-Based Access Controls Granular controls for user access to features and data. |
User roles and permission levels available to control access. | |
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Audit Trail Comprehensive log of all changes and user actions. |
Activity and update logs are available for compliance. | |
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Data Encryption Encryption in transit and at rest for all sensitive data. |
Data encrypted in transit and at rest (per security documentation). | |
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User Authentication Multi-factor authentication and secure login options. |
2FA/multi-factor authentication available for user security. | |
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Data Retention Policies Controls over how long data is stored or archived. |
Data retention and deletion controls available include GDPR support tools. | |
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Secure Data Export Options for encrypted download of client or marketing data. |
Exports can be encrypted and password-protected. | |
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Consent Management Tools to track and manage user marketing preferences and consent. |
Consent/unsubscribe tracking and consent forms provided. | |
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Anonymization/Pseudonymization Tools Ability to depersonalize data when required for compliance. |
No information available |
Analytics & Reporting
(7 Yes /8 Known /9 Possible features)
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Customizable Dashboards User-defined dashboards for quick overview of KPIs. |
Custom dashboards are available to personalize analytics and activity views. | |
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Real-Time Analytics Live reporting on activities, leads, and campaigns. |
Dashboard and campaign analytics update in real time. | |
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Attribution Reporting Tracks which touchpoints drive conversions. |
Attribution reporting for campaigns (which source and list drive opens/conversions). | |
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Funnel Analysis Visualizes where leads drop off and progress through stages. |
Not as far as we are aware.* There is no funnel analysis visualization specifically; analytics focus on campaign/broadcast performance. | |
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ROI Calculation Shows financial return for each campaign and channel. |
ROI and campaign success reporting (opens, clicks, conversions) included. | |
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Scheduled Report Delivery Automated distribution of reports to stakeholders. |
Reports can be scheduled for automatic email delivery. | |
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Exportable Reports Downloadable in common formats (PDF, CSV, XLS). |
Reports exportable in CSV and PDF formats. | |
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Custom Report Builder Flexible creator for ad hoc or bespoke reports. |
Custom report builder included in higher-tier plans. | |
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Number of Standard Reports Quantity of built-in, ready-to-use reports. |
No information available |
Client Engagement Tracking
(4 Yes /4 Known /7 Possible features)
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Interaction History Chronological log of all communications and meetings. |
Contact interaction history shows all campaign sends, opens, and clicks for that contact. | |
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Website Activity Tracking Tracks prospect/client visits and behaviors on firm sites. |
Website activity tracking is available via integrations (e.g., using tracking codes with website builder or third-party integration). | |
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Event Attendance Tracking Monitors registration and participation in webinars, seminars, etc. |
Event management feature tracks RSVPs and attendance for seminars/webinars. | |
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Survey/Feedback Tools Collects client satisfaction or NPS scores. |
Surveys for feedback collection are available. | |
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Document Engagement Analytics Tracks when client-facing documents are opened or read. |
No information available | |
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Communication Frequency Analytics Monitors how often clients are contacted. |
No information available | |
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Time to Initial Response Average response time from lead inquiry to first contact. |
No information available |
Content Management
(3 Yes /3 Known /7 Possible features)
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Content Library Central repository for marketing collateral, templates, disclosures, etc. |
Image and document library available for campaign content and templates. | |
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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. |
Search and tagging for images, documents, and templates is available in the library. | |
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Personalized Content Distribution Delivers specific content to target segments or individuals. |
Content can be delivered to specific audience segments or lists. | |
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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. |
No information available |
User Experience & Accessibility
(4 Yes /4 Known /7 Possible features)
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Mobile App Availability Is there a native mobile application for advisers and/or clients? |
Constant Contact offers native iOS and Android mobile apps. | |
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Browser Compatibility Works on all major browsers without loss of functionality. |
Web platform supports all major browsers with no functional loss. | |
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Customizable User Interface Users can adapt layout, dashboards, and key settings. |
No information available | |
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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. |
Limited multi-language support for campaign content, but admin panel is primarily English. | |
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User Training Resources Guides, videos, or embedded help for staff onboarding. |
Extensive help, knowledgebase, live support, and onboarding resources. | |
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System Uptime Average percentage of time system is available during a year. |
No information available |
Scalability & Performance
(4 Yes /4 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. |
Designed for high volume/bulk campaigns with large lists and batch actions. | |
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Cloud Hosting Is the platform hosted in a scalable cloud environment? |
Entire service is cloud hosted (AWS infrastructure, per published information). | |
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Performance SLAs Documented guarantees on speed and reliability. |
Published SLA/uptime commitments for business customers. | |
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Auto-Scaling Infrastructure System can dynamically expand resources based on usage. |
Cloud infrastructure is horizontally scalable on demand. | |
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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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