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In a recent poll conducted by Moody’s Analytics, the question was asked, ‘What is your biggest challenge in initiating the loan process?’,…
Welcome to the Act! Blog
Act! reports & analytics for financial advisors & RIAs
In 2021 financial advisors grew assets by 12% (7.5% was new clients and 4.5% was existing clients) but lost approximately…
3 Ways Marketing Automation Improves Customer Experience
Did you know that the estimated number of small businesses in the US is 31.7 million? Additionally, they make up…
Client Communication: The Key to Profitable Real Estate Marketing
The world of real estate is arguably one of the most competitive industries. With such a high earning potential, it's…
How to boost insurance sales with marketing automation
As every insurance agency knows, gaining consumer trust is one of the biggest challenges in the insurance industry. In fact,…
How CRM gives insurance professionals a competitive advantage
The insurance industry is fiercely competitive — but of course, as an insurance professional, you already know that. If you’re…
Act! Channel Partner Spotlight - Softech Solutions
Integrating new software solutions into your team's operations can be costly and time-consuming for any size business. The dedicated team…
Email marketing for nonprofits: Better results, less work
It can be tempting to think an email marketing strategy is outdated and irrelevant. Some may say that nonprofits should…
Act! Channel Partner Spotlight – Training Solutions
No matter the size or scope of your business, having a helping hand to get new software up and running…
Top Email Marketing Strategies for Real Estate
Every real estate professional knows that the current housing market is hotter than ever. In fact, some analysts say the…
CRM for nonprofits: How to pick the right one for you.
All nonprofits — no matter what size or area they serve — face many of the same challenges. They have…
Making the Most of Opt-Outs
Aside from being a legal requirement, the unsubscribe links in your marketing emails are more than just a way to…
Email Validation Services vs Traditional List Cleaning
Email address validation services are a popular option for cleaning a marketing list, but how do they work, how are…
What is a spam complaint, exactly?
When you send email to major inbox providers like Gmail, Microsoft, or Yahoo/AOL, your recipients have the option to click…
Why Hard Bounces Occur and What to Do About Them
When you send an email that your recipient’s email server can’t deliver, it sends back a failure response called a…