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  • Writer's pictureSsemujju Lewis E

The Best Marketing Automation Software For Banks

Marketing automation helps simplify, makes your work easier, reduces waste, and delivers on time. Marketing automation is a set of tools to bring marketing activities down to their most accessible simplicity. Marketing automation makes work easy because messages, ad campaigns, emails, and posts are sent automatically without independently sending each item.

Banks typically have teams of competent data analysts. This means they will get the most out of the marketing automation system if they can directly interact with and control the data. A black box or SaaS model means these competent people are significantly handicapped. We provide direct SQL access to the marketing system.

Banks are .giant on having a proper paper chain. So it’s important to see who changed what and signed off on different content. Are the segment managers happy with the message selection? Is Legal pleased with the content? We take a similar approach to CRM systems, logging all changes and preventing updates when data is in an approved state - Corrin Lakeland.

More so, it helps you find out who your correct audience is, sorts out the right content that your customers will appreciate, and also motivates customers to act; this could be through supporting the business by buying and purchasing goods and services, thus having more revenue flow into the business.

The Best Marketing Automation Software For Banks

1. MonkeyPesa CRM

MonkeyPesa CRM is an all-in-one business automation tool. From sales marketing, automation or customer support. With its devotion to helping Small and Medium Enterprises (SMEs), MonkeyPesa is a user-friendly tool. The pricing, features, analytics and easy-to-interpret dashboard make it ideal.

The CRM aids businesses in getting prospects, and insights, converting more leads to become customers and managing customers across several channels. At the same time, they go through the selling process.

The services offered include; Sales pipeline management which helps companies to sell faster and get more prospects into the business. The invoicing and billing system allows tracking time, generating invoices, Pro-forma invoices, and quotes, and getting much more money faster. And the real estate system helps companies acquire property, landlord management, tenant and the necessary automation.

MonkeyPesa CRM Features:

  • Team collaboration

  • Contact management

  • Pipeline management

  • Data security

  • Insights, analytics and reports

  • Human Resources and payroll

  • Inventory and stores

  • Bulk SMS and emailing

  • Sales Automation

  • Marketing Automation

Accessible Communication is a giant step toward maintaining good relationships with clients. Strong relationships generate more sales and support, improve client satisfaction, and can even reduce business expenses.

A closed buyer is just as vital as a new lead. MonkeyPesa CRM allows you to create charges based on a prospect’s information, schedule calls for them at any point, take notes based on our interactions, and easily save and organize that data for future use. In a nutshell, you are moving a sales lead or prospect from one stage of your sales funnel to the next.

The MonkeyPesa CRM allows you to add contacts manually or via a file upload. Because the goal is to have streamlined communication in the sales process, you do not have to open another platform to make calls with your clients and prospects. The dashboard enables calls. In addition, all these interactions are captured in case you need to make clarifications and references.

Social Media is a very relevant tool for sales and marketing today. Every passing day, there is a new social media channel your clients and prospects sign up for. MonkeyPesa provides a centralized location for all your social media interactions — tweets, posts, reels, videos, comments, replies, and Direct Messages.

2. OracleNetSuite

OracleNetSuite allows clients to feel the value of the services through trend identification, data analysis, automation and reporting.

OracleNetsuite integrates with many other software applications like human resource and accounting program software tools. The cloud-based software organizes and stores all the company information in one central place, making efficiency and accessibility easy. Oracle is the solution for CRM in banks.

Oracle keeps, automates, synchronizes, and organizes all customer interactions from the quick access and marketing, sales, and customer service fields. These functions aid employees work effectively since they can easily find what they want without going through a lot of manual work. However, the most fantastic benefit of Oracle NetSuite is that it gives each company/ business employee the tools required for the ultimate customer experience via insights across every interaction.

OracleNetSuite provides a live 360-degree view of your customers and what is accomplished in each department through its dashboards. However, suppose you still face challenges managing sales commission, poor visibility and multiple data sources. In that case, Oracle is the only solution you need to give you a single source of data, boost customer satisfaction and sales performance, and align marketing and sales.

OracleNetSuite has features to support the services they offer to their clients. These features include; reporting and analytics, marketing automation, customer service management, sales force automation, partner relationship management, and mobile.


NetSuite base license costs $999 per month, and access costs $99 per month.

3. Zendesk

Zendesk is a web-based solution that is used by over 20,000 companies globally. It is a CRM for banks that will strengthen the following and customer relationships because their data is held in a single storage area. As a result, employees can easily access and freely communicate with customers.

Zendesk simplifies the customer life cycle and makes it easy for anyone to follow and pick up a conversation from where it stopped. As a result, it improves customer satisfaction and gives sales and marketing departments time to engage customers. In addition, Zendesk allows smooth communication between the different departments.

Additionally, Zendesk helps you quickly get information about internal teams lyand create sales pipelines, marketing campaigns, and real-time analytical data. There is access to pending deals and pricing, picks all customer interactions, sales prospects, lead generation and current customers.

The key features of Zendesk CRM software include the following;

  • Unified contact management

  • Pipeline coordination and automation

  • A user-friendly CRM dashboard

  • Data-driven CRM reports

  • Mobile and cloud CRM applications

These features support products offered by Zendesk, that is, Zendesk for service, Zendesk for sales, platform and APIs and marketplace.


- Zendesk suite starts at $19 per month, Suite team goes for $49, suite growth goes for $79, and suite professional goes for $99.

- Zendesk sell; sell team starts at $19, sell professional goes for $49, sell enterprise goes for $99, and all these packages have a free trial for use before buying.

4. Microsoft dynamics 365

Dynamics intelligence, campaign management, and insights boost marketing and company productivity. In addition, the software helps to put all the business processes in order, thus promoting customer satisfaction, loyalty and retention at a subsided cost.

Dynamics is suitable for business intelligence and offers software as a service (SaaS) for sales, marketing and service functionality. This makes Microsoft Dynamics a getters CRM for banks. Microsoft can help you win more deals by building solid relationships between you and your customers, increasing productivity due to increased customer support, and, thus, more revenue.

Microsoft has worked for several companies, such as those in the manufacturing industry, financial industry, retail businesses, health care, automotive, government entities, and many more. Services provided by Microsoft include; customer data platform, sales, service, marketing, commerce, supply chain, human resource services, finance, project management and many more.

The benefits of dynamics for insurance companies include; personalized emails, integrations, relationship analytics, AL-powered insights, and business.

The most critical dynamics features specifically for banks include; dashboards and reports, goals management and invoice management.

Let us take a look at their pricing; customer insights range from $1,000 to 1,500 per month, customer's voice goes for $200 monthly, sales professionals package runs from $20 to $65, and sales enterprises plan ranges from $20 to $95 per month, sales premium goes for $135. In contrast, the Microsoft relationship sales plan goes for $162.

5. Zoho desk

Zoho desk boosts productivity and self-service and administers cross-functional services and client satisfaction through customer context.

Zoho desk aids you in monitoring customer conversations across different channels, helps customers find quick resolutions through self-service, promotes workflow automation and; there is artificial intelligence; the Zoho desk platform helps to combine with other tools, improves team productivity, offers constant and consistent customer support, helps to manage support processes and works for every business regardless of the size.

The topmost features of the Zoho desk include the following;

  • ZIA

  • ASAP

  • Multi-brand help center

  • Issue tracking

  • Email ticketing

  • Call center support

  • Knowledge base

  • Live chat widget

  • Ticketing system

  • Help desk software

  • Complaint management

  • And social channels support.


· There is a free version for the trial for the first three agents

· A standard goes for $12

· A professional goes for $20, and an enterprise goes for $35.


This works for all business types and handles all work concepts, including; marketing campaigns, CRMs, sales pipelines and project tracking. The software takes all its information in a single central platform, which highly effective teams use to get their work on board.

Features of

  • Prioritizes people management

  • It comes with an intuitive user interface

  • It lets you easily manage workloads

  • Makes collaboration efficient

  • Provides excellent support

  • It comes with reporting and analytics

Prices of

  • offers a free trial for starters with unlimited boards and workflows.

  • Basic goes for $8 per seat.

  • Standard goes for $10 per seat.

  • Pro goes for 416 per seat.

  • An enterprise package that is billed yearly.

7. Creatio

This CRM software works for both commercial and retail banks or microfinance institutions. It helps to monitor all customer-related information to track efficiently what is happening.

The software helps develop customer relationships, monitor internal and external business processes, and puts together clients’ data to handle customer relationships and make a good relationships.

To banks and microfinance institutions, Creatio offers these outstanding features

  • Customized Designer

  • Open API

  • Scanned Information

  • Scanned Information:

  • Organized Information Storage

  • Expert Consultation

Unique features offered by Creatio CRM to banks

  • Loans Processing

  • Verification and Underwriting

  • Loan Pipeline Monitoring

About pricing, there is a free version for the trial, but prices are made available upon request from the user.

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