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Build Trust and Connect With Banking Customers

Develop lifelong relationships with loyal customers through automated marketing campaigns that nurture relationships and drive interest while respecting regulatory requirements.

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Act-On for Banking

To Attract Customers, Bank on Trust

A whopping 81% of customers start their search for a bank online. Meet them there. To differentiate yourself from other financial institutions, you need to be the brand with the answers to all the questions — from interest rates and home loans to investment products and savings accounts. Build trust and capture their interest quickly with Act-On's marketing automation solutions that cut through the noise.

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Discover why Act-On is the right marketing automation platform for the banking industry.

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Features for Financiers

Your industry is unlike any other, so Act-On has created tailored features that fit the needs of your role — including Global BCC settings and industry-specific templates for forms, landing pages, and emails.

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Automation for Every Marketer

What’s the point of investing in marketing automation if your messaging is robotic? Leveraging behavioral data helps you deliver personalized automated programs that appeal to people — not computers.

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Goodbye to Batch-and-Blasts

Mass email marketing is outdated. Ramp up your automation and create personalized campaigns in real-time that excite your audience and drive maximum results.

With Act-On, we can compete with the biggest players in the market while continuing to provide a head-turning customer experience.
Kyle Dahlgren AVP of Ecommerce, Truity Credit Union
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Act-On starting from $900 per month

20+ Years of Happy Clients

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Instrumental in our Upgrade

Mark was instrumental in our upgrade to the latest version of GoldMine. Not only did Mark do the data conversion but he has subsequently resolved several issues that have surfaced with the GoldMine alarms & the daily backup process. Mark has been very accommodating to any contact I have made to either ask questions or resolve an issue. Previously we have worked with Bob thru the years to support our GM application and again very pleased with the support offered by Bob. I would highly recommend W-Systems Corp. for support.

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Simply Amazing!

W-Systems has been truly amazing. The staff is extremely knowledgeable and friendly. They really go the extra mile to help you through the process, and always do their best to make your vision a reality instead of just taking the easy way out. We are super pleased and look forward to continued business together.

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Great CRM Partner!

We brought on W-Systems to take on a very complicated CRM upgrade. We chose W-Systems due to their knowledge around our system, and they had the resources to execute. Their PMs, dev team, customer service, and sales teams were all top-notch and responsive to our needs and feature requests. I'd recommend W-Systems to any company looking for a SugarCRM partner.

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An Excellent Partner for Enhancements and Resources

Our experience with the team has been nothing but positive. They are a valuable resource for SugarCRM integrations and enhancements as well as day-to-day support. Our Account Manager has always shared relevant and engaging content and there is a wealth of webinars and knowledge shared throughout the year by the company. A+++

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Second to None

We have found that W-Systems' knowledge and response time is second to none. They are always willing to take the time and use the necessary resources needed to answer our questions, resolve our issues and teach us whatever we need to learn. They are patient, informative and proactive.

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Great Coding and Good Service!

Our company has used W-Systems for about a year now for customization of our SugarCRM Cloud environment. It's been a pleasure working with a group of developers that get the job done right the first time. From the Director of Sales to the Ops Manager to the programmers... all our first class.

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CRMs are Personal and Complicated

CRMs are personal and complicated. With every project and every issue we have had, I feel that we were treated fairly and professionally. On the occasional misunderstanding or miscommunication, there was no gotcha but a desire to solve the issue fairly. The expertise level is high. Very good and respectful service.

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The Entire Team Works Hard

The entire team at W-Systems works hard to make sure you are satisfied with their service - be it resolving technical issues or implementing new technologies! BIG thumbs up!

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Great People to Work With

W-Systems has great people to work with. They really took the time to understand our business and help us move into CRM best practices. They are reliable and helpful. SugarCRM was also a great decision for our team. The product functions as we had hoped and is easy to self-manage for day to day items.

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