Marketing Automation Services

business people talking

Turn Visitors Into Leads — and Leads Into Customers

Getting traffic to your website is only part of the equation. What happens after someone visits? Do you stay in touch? Do you guide them toward a decision? Or are they gone for good?

That’s where marketing automation comes in. With tools that track behavior, personalize content, and deliver timely messages, we help banks and businesses build meaningful relationships at scale, without requiring extra time from your team. From automated email nurturing to intelligent workflows and CRM integration, WSI helps you make the most of every interaction.

emails

Email Marketing

Still One of the Most Powerful Tools in Digital Marketing

Email remains one of the most cost-effective and reliable ways to connect with your audience, especially now that most people check their inboxes on mobile devices multiple times a day. WSI has spent over two decades refining email strategies that drive opens, clicks, and conversions. Whether it’s monthly newsletters, automated drip campaigns, or one-time announcements, we help you craft emails that deliver value. Why email works:

It reaches people directly on the devices they use most
It’s easy to segment and personalize
It supports broader campaigns and keeps your brand top of mind

Lead Generation

Capture the Right People at the Right Time

Your website shouldn’t just inform — it should convert. With strategically placed forms, compelling offers, and content designed to answer customer questions, we help you turn traffic into qualified leads. Our lead generation strategies include:

Custom landing pages and forms
Content-driven offers (like checklists, guides, calculators)
Integration with your CRM and marketing automation tools
Behavior-based triggers to start the right conversation at the right time

The result? More leads, better leads, and a clearer path from interest to action.

people looking at devices and data

sending an email

Workflows

Automate the Journey from Visitor to Customer

Behind every smart email or form submission is a well-crafted workflow. Using SharpSpring by Constant Contact, WSI builds automation sequences that respond to user behavior and keep your leads moving forward — all without manual follow-up. We help you:

Set up behavior-based triggers tied to form submissions, site visits, or email engagement
Deliver automated follow-up emails based on interest and activity
Assign leads to specific sales reps or pipeline stages
Score and segment leads in real time

With intelligent workflows, your marketing runs in the background, nurturing leads 24/7 and ensuring no opportunity falls through the cracks.

CRM Integration

Track Relationships — Not Just Clicks

A connected CRM gives your team the insights needed to turn interest into action. With SharpSpring by Constant Contact, we help you centralize your lead data, monitor engagement, and align your marketing and sales efforts. Our CRM services include:

Tracking lead sources and behaviors
Building custom sales pipelines and deal stages
Creating detailed contact timelines for better context
Automating follow-ups and reminders based on lifecycle stage

From first visit to closed deal, your CRM becomes the hub of your marketing strategy — and we make sure it’s working the way it should.

people talking

shaking hands through screens

Landing Pages

Design Pages That Convert Visitors

Landing pages are where your marketing efforts become measurable. Whether you’re promoting a specific product, event, or download, a well-optimized landing page helps focus attention, remove distractions, and drive action. WSI’s landing page services include:

Conversion-focused design and copy
A/B and multivariate testing
Seamless form and CRM integration
Messaging aligned with ads, emails, or content campaigns

Even a 1% lift in conversion rate can drive significant returns, and yet, most businesses never test. We help you break that pattern and build pages that perform.

From email campaigns to lead tracking and workflow design, WSI can help you implement a marketing automation strategy that runs in the background and delivers in the foreground.

Let’s Automate Your Marketing, the Smart Way.

Schedule a free consultation

Here are a few testimonials from our happy customers

"When the bank needed to update our website and take the next step in our evolution, we selected WSI to be our strategic partner. Together with his talented team of digital professionals, Eric not only led us through the process..."

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Craig Cumberworth - President, Andover Bank
"I continue to work with WSI because they understand the challenges community banks face. Whether I am looking for high- level strategic insight or someone that understands the nuts and bolts of getting something accomplished from a digital perspective, I know I can trust WSI..."

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Chad Montgomery, Marketing Director - First Bank of Berne
"Working with WSI doesn't even feel like work. It's a comfortable, professional partnership that has yielded great things for our bank. The expertise, competency and reliability of everyone at WSI is amazing! They are always willing to help, and they genuinely want the very best for their clients..."

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Deanne Murdoch, IT/Marketing Director - Thumb Bank & Trust