Proactive Campaigns for the Financial Industry

Take client communication to the next level with mass emails from Zendesk

Keep your clients informed about everything related to their finances at the right time.

Account updates, transaction notifications, compliance alerts, service announcements, and many more bulk email campaigns can be sent easily using Proactive Campaigns for Zendesk.

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Trusted by financial companies

The Challenge

Financial institutions must deliver timely, accurate, and secure communication

Communicating Critical Financial Updates

Banks, fintech companies, and financial services must notify clients of account activity, policy updates, and important changes without delay.

Regulatory and Compliance Notifications

Financial organizations are required to inform customers about regulatory updates, term changes, and compliance-related information in a timely manner.

Building Customer Trust Through Transparency

Clear and proactive communication is essential to maintain customer trust, especially when handling sensitive financial information.

Managing High Volumes of Client Communication

Financial institutions often need to send updates to thousands of clients simultaneously while maintaining accuracy and personalization.

Why This App Works for This Industry

Solution Overview for every challenge

Automations for client onboarding and lifecycle communication

Create an automated email chain for onboarding new clients, explaining services, and guiding them through account setup and usage.

One-time and SMS campaigns for urgent financial alerts

Instantly notify clients about critical updates such as suspicious activity, service disruptions, or important announcements via email or SMS.

Professional templates and A/B testing for clear messaging

Use prebuilt templates to create structured, compliant communication. Also, use A/B testing to optimize clarity and engagement.

Customer segmentation and CSV import for precise targeting

Segment clients by account type, region, service usage, or risk level. Deliver relevant messages using Zendesk data or imported lists.

Need to provide your clients with timely updates every day?

Advanced Campaign Statistics

Customer Segmentation

Drag-and-Drop Template Editor

Automated Email Campaigns

SMS Campaigns

Legendary Support from GrowthDot

Check More Pricing

14-days FREE trial

Send up to 1000 emails per campaign

Starts at

$4.17 per month

per agent with app access

Free Trial

via Zendesk marketplace

Use cases

Real scenarios, real results

Onboarding and account setup guidance for clients

Streamline client onboarding with Proactive Campaigns. Instead of manual outreach, automate your Zendesk emails to provide account setup steps, product deep-dives, and essential security tips. It’s a win-win: your clients feel supported from day one, and your team spends less time answering the same basic questions.

Key Features for This Use Case

Automations

Trigger onboarding sequences based on account creation.

Customer segmentation

Target clients by product or service.

Template builder

Create structured onboarding emails.

Link tracking

Monitor engagement with resources.

Statistics

Analyze onboarding effectiveness.

Sending transaction alerts and account updates

Timely communication is vital in banking. SMS notifications and one-time campaigns allow institutions to relay critical account changes and activity updates with speed and precision./B testing allows you to find the most effective messaging for maximum engagement.

Key Features for This Use Case

One-time campaigns

Send account notifications instantly.

SMS campaigns

Deliver urgent alerts.

Customer segmentation

Target clients by account type or activity.

Statistics

Track delivery and engagement.

Communicating regulatory and compliance updates

Regulations and policies change frequently. Keeping clients informed is essential for compliance and transparency. With Proactive Campaigns, you can send bulk notifications with clear and structured messaging.

Key Features for This Use Case

One-time campaigns

Announce regulatory updates.

Template builder

Create compliant communication formats.

Customer segmentation or CSV import

Target relevant audiences.

Statistics page

Measure message reach and engagement.

Promoting financial products and services

Banks and fintech companies can promote new services, investment products, or offers through targeted campaigns. Using segmentation and personalization, you can ensure that clients receive relevant offers that match their needs.

Key Features for This Use Case

A/B testing campaigns

Optimize messaging.

Customer segmentation

Target specific client groups.

Template editor

Design professional campaigns.

Link tracking

Measure interest in financial products.

Statistics page

Analyze campaign performance

Ready-Made Templates for Every Use Case

Speed up your workflow with professionally designed email templates that integrate seamlessly with your Zendesk.

Professional Designs

Structured, compliant templates ready for financial communication

Quick Setup

Deploy templates in minutes and customize them to match your brand

Browse Templates

Customer testimonials

What financial teams say

Have been using this and it's a great way to push out leads and create tickets within seconds, great tool.

Desmond Dao

Customer support admin · Remove Digital

★★★★★ Verified Zendesk review

Financial Industry

This app has really helped us a lot to follow up on our student mailings such as welcome letters, digital books, follow up on their activities, etc. The creation of the tickets does not help us to keep control and to know all the student's info to give them the necessary support.

Felipe Velazquez Lopez

over 1 year ago

★★★★★ Verified Zendesk review

Financial Industry