#client-segmentation

[ follow ]
Marketing tech
fromHubspot
5 hours ago

10 best email marketing tools for financial service businesses in 2025

Financial-services firms require CRM/email tools that centralize client data, automate compliant communications, segment by assets/risk, trigger lifecycle campaigns, and preserve audit trails.
fromHubspot
1 week ago

12 best email marketing tools for accounting firms in 2025

Email marketing for accounting firms comes with unique challenges. You're dealing with strict compliance requirements, seasonal workload swings during tax season, complex financial information that needs to be communicated clearly, and client relationships that can span decades. Email marketing tools solve these problems by automating tax deadline reminders, segmenting clients by service type, and keeping you connected with clients year-round-not just during tax season. The right platform helps you stay top-of-mind, cross-sell advisory services, and generate more referrals without adding hours to your day.
Online marketing
[ Load more ]