We know the finance industry
After working with hundreds of finance companies, we’ve learned a thing or two about your industry’s needs. Take your customer engagement and marketing automation to the next level with these pre-built templates for the finance industry, all ready to execute campaigns.
- Online Banking Statements
- Auto Loans
- CD/Savings Rates
- Saving for College
- Mobile Banking
- Home Mortgage
- Home Equity Loan
- Retirement Planning
Once you use our rapid onboarding form to upload your logo, input the brand colors, and fonts, we’ll take it from there
Your account can be pre-loaded with ready-to-use marketing materials, such as emails, pop-ups, landing pages, or preference site specifically tailored to the finance industry
A curated library of finance industry images is in your account ready to drive your marketing campaigns
Save time with pre-built automation workflows that’ll get your campaigns started fast
Send the right messages at the right time to the right people with pre-defined segments optimized for the finance industry
Customers who:
- Used a mortgage calculator
- Inquired about opening an account
- Hold a 529 account
- Hold a CD/savings account
- Have a mortgage and may qualify for refinancing
Features
Starter
Essential
Premium
No Daily Sending Limit
✓️
✓️
✓️
Multi-User Access
✓️
✓️
✓️
Contact Lists
✓️
✓️
✓️
Dashboards
✓️
✓️
✓️
Labels
✓️
✓️
✓️
Segmentations
✓️
✓️
✓️
Preference Sites
✓️
✓️
✓️
Sign-Up Forms
✓️
✓️
✓️
Drag and Drop Email Builder
✓️
✓️
✓️
Advanced Email Editor
✓️
✓️
✓️
Pre-Built Email Design Templates
✓️
✓️
✓️
Landing Page Templates
✓️
Pre-Built Automations
✓️
✓️
✓️
Pre-Built Reports
✓️
✓️
✓️
Pre-loaded Image Library
✓️
✓️
✓️
Unlimited Image Storage
✓️
✓️
✓️
Email/Online Support
✓️
✓️
✓️
Phone Support
✓️
✓️
✓️
Free WhatCounts Domain
✓️
✓️
✓️
Custom Sending Domain
✓️
✓️
Dedicated IP(s)
✓️
Additional features and services available
Need a few more bells and whistles to get your marketing across the finish line? Leverage the power of these other features and services to maximize your customers’ experience.
- SMS
- Direct Mail
- Dedicated Account Management
- Managed Campaign Services
- Strategy Consulting & Planning
- Coupon Manager
- Cart Recovery
- Browse Recovery
- Behavior Tracking and Segmentation
- Email Snapshot
- Custom Design & Coding
- Custom Landing Pages
- Email Delivery Consulting/Remediation
- Facebook Segment Integraton
- Google Ad Network Integration
Pricing starting at
$500 per month!
We’re here to help
WhatCounts is more than a robust communications platform—we also boast a full-service agency loaded with industry experts.
Our team is ready to help with everything from planning out your marketing strategy, to designing your messages, to deploying campaigns and making sure they’re landing in your subscribers’ inboxes. Our expertise spans the marketing spectrum with the ability to take on whatever project you might have in mind. With no minimum hours necessary, we’re ready to dive in and help you, no matter the project size.