Automation+Support = Result+ROI

​ClickRSVP’s Message Automation and Program Management lets you to do more with less. That means ROI. Use our compliance-approved Secure File Transfer or private API to streamline all your messaging and digital marketing needs: Marketing – Operational - Transactional
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Dynamic Responsive Templates  |  Landing Pages and Lead/Sales Forms
​Automated Onboarding & Surveys  |  Financial Content  |  Real-time Lead Alerts
​Professional Support  |  Trusted Financial Email Partner since 2001 
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Need an Email Partner ... or Just a Provider?

You have plenty of choices for email service providers (ESPs). But if you're looking for a partner that works proactively, and focuses exclusively on your industry, ClickRSVP stands above the rest. We use our own regulator-vetted platforms to create and execute complex, compliant programs. And you work 1-to-1 with a named account manager. It's not for everyone, but if you're looking to raise your email game to new levels - or get started on the right foot - consider ClickRSVP as your email partner.

Technically Speaking

Optimizing email programs involves multiple technical systems and processes. Our experienced Technical Group uses leading technology to deliver proven, practical, and elegant solutions for the most challenging problems. 
​Learn More...

Got An Email Plan? We Do!

Need better email adoption? How about some serious segmentation instead of batch n' blast? Who are your best prospects for upcoming promotions? How do you feed hot leads to your sales team?
​We'll build it for you!

It's All About Focus

Batch n' Blast leads to bored subscribers and borderline results. ClickRSVP's Multi-Dynamic Content engine leverages your customer data, preferences and response journey to deliver highly personalized and actionable messages.
​Let's Get Dynamic!

Full Service Email Gets Things Done!

Get Me Automated

You know you need automation: for scale, sales and throughput. Some solutions force you to change to their tools and processes, We approach it differently, and get faster proven results...
Let's Automate!

Do More with Forms & Surveys

Manage events, simplify surveys, capture web and email traffic with our automated, integrated response tools. CX, NPS, branch visits and more. Deploy from a single platform. Mobile friendly, of course.
Request Form Quote

Say NO to Ugly Emails!

Your customers deserve great-looking emails. Create elegant and functional messages that represent your brand 100%. Why not show your best with every communication?
This Way to Elegant Emails...

​Need Financial Email Expertise?

​When financial institutions - and their marketing partners - need definitive, expert email solutions, ClickRSVP executes to perfection. Spend less time with repetitive or 1-time tasks while achieving pro-grade results, Our full service approach lets you define your perfect email partner based on YOUR goals and YOUR needs. ​
  • Superior in-box delivery results
  • 97.5% subscriber retention
  • Timely and precision-targeted messages
  • Automate and integrate with all Cores, CRM, MCIF, etc.
  • ​Deploy powerful, interactive forms and dynamic surveys
  • Send beautiful, mobile-ready messages
  • ​Advanced list processing and reporting
  • Compliance-approved vendor... 16+ years experience
  • Responsive, expert 1-to-1 support
Much like your website, email is your most critical and effective digital channel, able to reach a single customer or a targeted group of thousands - exactly when you need it. When it comes to email solutions, ClickRSVP is a virtual extension of your marketing and IT departments, with the knowledge, skills and resources to get the job done perfectly. 

Email Services

  • Targeted Marketing Campaigns
  • Onboarding Programs
  • ​Operational Messages
  • Trigger/Event-driven Campaigns
  • List Management
  • Newsletter - Consumer, Business, Wealth
  • Events and Invitations
  • Cross-sell & Matrix Messaging
  • Transactional Messages
  • Marketing Automation (banker programs)
  • Multi-track Preference Center
  • Alerts
  • A/B Testing / Re-mailing
  • Real-Time Dynamic Email Widgets
  • Full-scope Reporting
  • CAN-SPAM and GLBA Compliant
  • Regulator-vetted platforms
  • Defined User Roles and Permissions
  • Pro-Grade Automated Surveys
  • Direct Response Email​

Email Technology

  • In-house platforms optimized and time-tested for financial institutions
  • No-Hassle integrations with core systems, MCIF's and major CRM platforms
  • ​API and Web Service integrations for transactional notices
  • ​Privacy Notices
  • E-Statement Notices
  • Non-Delivery reports
  • Data synchronization (daily, weekly, etc.)
  • Custom Reporting
  • Enrollment confirmations (ApplePay, BillPay, etc.)
  • Rewards Program notifications and activity statements
  • ​CD Maturity Renewals
  • Opt-out and bounce-out synchronization with external systems
  • Custom data processing (business rules)
  • ​​Operational messages to previously opted-out subscribers (100% reach)

Professional Services

  • Email program audits and redesign
  • Template design / re-design: fully responsive, scalable, fluid-hybrid & mobile
  • Strategic consultation and tactical planning
  • Proactive program management
  • Training and Implementation
  • ROI analytics
  • Integrating email with digital marketing and direct mail efforts
  • Best practices / compliance consultation and documentation
  • ​Custom content 
  • Landing pages and micro-sites
  • Merger / acquisition communications 
  • Scheduled program reviews and reports
  • Email delivery optimization (SPF, DKIM, DMARC), and reputation analysis​
  • Approved for Pre-Screen credit bureau offers and programs
  • Overdraft Protection (Reg-E) programs