Financial Services

Financial Services companies must gain the trust of their audiences, and use marketing technology to manage data securely while delivering rich, personalized content experience to new and existing customers.


  • Lead Scoring
  • Nurture Campaign Strategy Development
  • Buyers Journey Mapping
  • Custom Preference Management
  • Content Marketing
  • Custom Security Groups
  • Welcome Campaigns
  • Demand Generation
  • Cloud App Configuration
  • Customized Training
  • Dynamic Content
  • Custom Responsive Email Templates
  • Events Management Automation
  • Lead Management
  • Form Configuration
  • Custom Responsive Landing Page Templates
  • Reporting & Analytics
  • Responsive Design
  • Email Frequency Management


Financial services companies need a partner, like Tegrita, who have the technology expertise and understands their sensitivity and compliance needs around data.

The financial services industry is one of our largest client base. From implementation and integration, nurture strategies and platform management, we work with our clients to help them engage the right audience at the right time.

The biggest challenge for the finance sector is attrition rates. Long-time customers may be comfortable with their existing financial assets and may not be interested in new product offerings. The key to success is to treat existing customers like new customers by keeping them in the buyer’s journey. At Tegrita, we customize campaigns to help clients in this vertical succeed.

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