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5 best CRMs for finance companies in 2025

Hubspot Marketing

Finance companies face unique challenges that require specialized CRM solutions. The right CRM streamlines operations while maintaining the security and compliance standards that finance professionals require. Table of Contents What is a CRM for finance?

Finance 68
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Trigger-Based Email Marketing: A Step-by-Step Playbook to Accelerating ROI

Customers.ai

Email marketing is like printing money when you get it right. Thats where trigger-based email marketing comes in. These emails arent random as theyre based on your customers actions (or inactions). Book a Demo What Is Trigger-Based Email Marketing (And Why Does It Work?) is a must.

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Why your marketing isn’t working — and how an audit can help fix it

Martech

Marketing tactics such as content creation, a well-designed website, email marketing and even paid media don’t work well in isolation. Additionally, developing well-defined personas guides where and how you deploy your marketing efforts, ensuring you reach your audience on the right platforms.

CRM 117
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7 reasons your conversion metrics look great — but your sales don’t

Martech

They can be a great strategy to expand your email marketing list, but that list is only as good as the buyers on it. You can also use your CRM and marketing automation to follow up with leads and qualify them efficiently by offering value-based content. Your operations and finance directors will thank you.

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8 AI-Powered Tactics for Nailing Social Media

Zumvu

Contact our news team at info@zumvu.com Know More Featured Reviews Get Featured Sales & Marketing , Content Marketing Content Fuel: Automate your Content Creation with SEO Writing Service Feb 10, 2021 Sales & Marketing , Video VEED Review: Is it worth your consideration?

Finance 52
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Cook Up Email Marketing Automation With These 6 Recipes

Content Marketing Institute

Brands earn $38 for every $1 they invest in email marketing programs, according to Email Marketing ROI: The Factors That Lead to Better Returns, a research report published by Litmus. In other words, brands generate a 3,800% ROI on email marketing. determining the next email to send and when to send it).

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How Financial Services Businesses are Using Automation

Hubspot Marketing

The finance industry lends itself well to AI. One search for AI tools in the finance sector, and you’ll find millions of results. The key is knowing what to trial, where to bring AI to benefit your finance business and customers, and how to get started. Plus, the tools that you should trial for your finance business.

Finance 133