Wealth Management & Investment firm
Marketing Cloud Automation Studio
Marketing Cloud implementation
Personalisation solution development
The implementation of Salesforce Marketing Cloud helped in delivering personalised customer experiences based on user journeys and user engagement. To address complex marketing use cases, our experienced project team came up with some very innovative ideas and design that helped in the smooth and timely delivery.
The client is a multi-billion financial services firm offering financial, retirement, insurance, and investment services, products, and solutions.
The client's marketing team was facing challenges at three levels. Firstly, they were manually sending several email updates without proper and uniform templates, which also affected the quick turnaround of new publications. Secondly, there was no data synchronization between siloed Marketing, Sales, and Service data, leading to frequent incidents of customer complaints. Thirdly, brokers found it difficult to engage with the recipients as the emails were not personalised.
We created a solution roadmap that was aimed to implement Salesforce marketing cloud instance as a means to create unified and seamless experiences for brokers and their end customers. Following a collaborative team approach that aligned with the goals of the client, the solution comprised the following:
Our solution approach enabled the client to achieve the following key benefits: