Tenon for Financial Services

Unify financial services sales, service, and marketing to deliver compliant, personalized client engagement.

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Smarter Client Engagement, Built for Trust

Unify financial services sales, service, and marketing to deliver compliant, personalized client engagement.

Proactive Retention

Identify and re-engage at-risk customers.

Use Case: Credit union re-engages members with no recent activity or unresolved tickets

ServiceNow Products: FSO, Tenon 

Lifecycle Automation

Engage customers from onboarding to renewal.

Use Case: Bank onboards clients, reactivates dormant accounts, and prompts portfolio reviews

ServiceNow Products: FSO, Tenon 

Unified Communication

Deliver relevant messages across channels.

Use Case: Credit Union sends payment alerts via SMS and personalized investment updates via email

ServiceNow Products: FSO, Tenon 

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Connect and Empower Your Marketing Team with Tenon, Built on ServiceNow.

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"Powered by the ServiceNow Platform, Tenon is changing the way marketers work. By bringing marketing teams together on a single, united platform, organizations can better connect people, processes and systems to drive efficiencies and improve experiences,
while saving time and money."

John Ball
SVP + General Manager, Customer + Industry Workflows, ServiceNow

"The fact that Tenon has been designed for a marketing team and that its purpose is to support the marketing effort made it very attractive to us."

Kelly McDermott
CMO, Caregility

Maximize the Impact of Your Marketing

Request a personalized Tenon Tour to learn more.

Request a Demo