Supporting businesses like yours
Implementation and CRM sync
We get you up and running with your chosen automation software in 7-10 days, which includes segmentation of your data. We understand there are myriads of approaches in the finserv space and data segmentation is key from the outset. Visibility is needed on Introducers, Family Offices, Borrowers, Investors, CEOs, and the list goes on.
Deal sizes are often significant in the financial services industry which is why being able to react at the right time is paramount to continued success. We set up key tracking that automatically notifies your sales team when a prospect takes specific actions. This helps guide the sales pitch and ultimately, closes deals.
Using Pardot (Account Engagement), we can set up automated journeys that lead your already segmented database into the correct nurturing paths that send the right content to the right people at the right time. By tailoring our communications, we’re not wasting anyone’s time and in this space, every second counts.
Arguably the most important part of the process. If you spend X, you need to see that it returns Y. With the power of Marketing Cloud, Salesforce and B2B Marketing Analytics we can analyse every action that led to a deal. Ultimately, this approach unlocks the ability for senior management to make data-driven business decisions.
Marketing Cloud improves efficiency for financial services
In an industry where you need to just get things done, you need a partner who has experience in marketing automation for financial services. The best way to stand out in an age where digital is bringing about financial services commoditisation is to use the technology and resources available to truly tailor marketing communications and win the trust of your audience.
Confusing systems, inefficient processes, and a stretched internal team can prevent this from happening. Which is where we come in.
How we work
At MarCloud, we align our three-step methodology with what has been proven to work; gathering insights to inform marketing activity, then reporting and evolving with an agile focus on continuous improvement. Our approach is simple because the systems you work with are so complex. Don’t take our word for it though, check out some of our winning case studies.