Hourglass for financial services
Campaigns that reach the right members, with compliance in the loop
Financial services
Built for regulated teams
Hourglass gives relationship, marketing and service teams room to move, with the controls your compliance team asks for.
Approvals where you need them
Add review steps to campaigns, outreach and agent replies, and keep a full history of who approved what and when.
- Review steps for campaigns, outreach and replies
- Every decision logged with who and when
- Ready when your auditors ask
The service members expect
Answer routine questions from approved content in chat and email, and pass anything about money or accounts to a person.
- Answers from approved content only
- Money and account questions go to people
- Chat and email in one queue
What’s included
Everything marketing needs, on one record
Email campaigns
Build sends from templates your brand team approves. Every open, click and reply is logged on the contact record.
Live segments
Segments update as records change in sales and service, so your lists are never a week out of date.
Journeys
Trigger the next step from what customers actually do, across email, forms and your website.
Forms and landing pages
Capture leads straight onto the customer record. No exports, no syncing, no duplicates.
Campaign reporting
See opens, clicks and pipeline influenced in one view, by campaign, channel or segment.
Handoff to sales
Route warm leads to the right rep with the full history attached, so the first call starts in context.