For innovative Marketing Cloud solutions visit MarCloud Technologies

Pardot & Marketing Cloud for Financial Services

Helping financial services firms send the right messages to key decision-makers, at the right time, using Salesforce products.

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Triana and Financial Services

Supporting businesses like yours

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Pay UK Logo
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ClearStructure Financial Services
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How it works

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    Implementation & 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.

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    Insights

    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.

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    Lead generation

    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.

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    Track ROI

    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.

Why MarCloud?

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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.

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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.

See case studies

MarCloud is a great Pardot Partner to work with: fantastic knowledge, high quality of work, great communication and consistency in the team throughout the project. System migrations can be tough and our Pardot migration from HubSpot was complex with lots of unique processes to replicate and improve. MarCloud’s professionalism, attention to detail & quality of delivery were critical factors in the success of the project. MarCloud have also a fantastic team and Jon and Ollie are not only great professionals but really nice people to partner with. I would highly recommend MarCloud Consulting if you are in need of Pardot consultants.

— Nadine, Marketing Operations, Oxford Economics

Ready to talk?

Send a message to our team of consultants, with a brief overview of the type of support you’re looking for. One of the MarCloud experts will respond very soon!

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