Solutions: Financial Services

Outperform Your Competition In Any Financial Market.

The Best Investment? A More Strategic Approach to Marketing
With Sureshot Solutions for Financial Services.

Centralize, organize and optimize data company-wide. Transform data into engaging charts and graphs that reveal actionable insights that impact business performance.

Pull content from across your organization, organize it into queues accessible from a variety of channels, and create highly personal, automated campaigns that resonate with customers.

Increase content efficiency and effectiveness by enabling sales teams to use the CRM or MAP to send marketing-approved communications across all channels.

Empower your marketing team to streamline communications by securely connecting their favorite martech tools with a variety of systems and platforms (Marketo, Oracle Eloqua, etc.).


of financial services marketers say optimizing the customer journey across channels is their top priority

Increase Engagement

Interact with customers more often and build brand-loyal relationships by using Activate to conduct surveys, send offers, and gauge satisfaction.

Personalize Content

Use data from your internal systems to create more relevant, personalized campaigns that speak to each customer’s unique interests.

Stay Compliant

Automatically include legal disclaimers and compliance-essential messages in all communications sent by Sureshot.

Enable Sales

Achieve sales goals with innovative tools embedded into your CRM that enable sales to customize marketing-approved communications.

Automate Content

Nurture leads with precision across channels, including emails, RSS feeds, SMS/MMS messages, direct mails, voice messages, etc.

Manage Data

Rank data quality, identify ideal customers, and measure your marketing efforts with data that is clean, complete and valid.

“Our mission is to improve the lives of CEOs and executives and Sureshot’s SMS connector allows us to respect their time and make sure they get critical event information when they need it. It’s very effective marketing.”
– Amber Brown, Vistage Worldwide

Ready to Learn More?

Become a cross-channel champion, and connect with customers in more meaningful ways.