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Pardot & Marketing Cloud for Financial Services

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

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Triana and Financial Services

Supporting businesses like yours

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Pay UK Logo
Fraedom Logo
ClearStructure Financial Services
Oxford Economics Logo

How it works

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    Implementation & data

    We get you up and running with your chosen automation software in 7-10 days, which includes fixing any broken data and ensuring sound segmentation. 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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    Qualifying & assigning leads

    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 ensure you have the scoring, grading, and lead assignment foundations in place so your sales team is automatically notified of those likely to convert, then 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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    Attribution & reporting with B2BMA

    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, helping you to reach a state of Salesforce marketing nirvana.

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

Our market-leading framework, 'B2BMA Nirvana by MarCloud', addresses every part of Account Engagement (Pardot) and your Salesforce ecosystem. Using this framework, MarCloud experts have the wisdom and experience to guide you on the path to complete marketing and reporting clarity.

B2BMA Nirvana by MarCloud

MarCloud is a great partner to work with: fantastic knowledge, high quality of work, great communication and consistency in the team throughout the project.

— 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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