CAPABILITIES
Everything your frontline teams need, in the place they already work
Customer segmentation
Dynamic audiences based on financial behaviors, lifecycle stage, and product relationships, continuously updated as customer activity changes. Teams build segments that reflect deposit patterns, lending status, digital engagement, and product holdings, not just demographic attributes.
Journey orchestration
Multi-channel journeys across email, SMS, mobile push, web, and branch, built around banking milestones like account opening and loan maturity. Onboarding, cross-sell, and renewal flows run from one orchestration engine.
Real-time event triggers
Engagement driven by customer and account activity, including significant deposit changes, application milestones, digital product research, or missed payments. Outreach happens in the moment instead of waiting for the next batch send.
Advisor and banker engagement signals
Marketing insights surface directly in CRM, giving frontline teams next-best-product recommendations and conversation context. Bankers see what customers have received, clicked, and engaged with, so the next conversation picks up where the last touchpoint left off.
Campaign performance analytics
Full-funnel visibility into campaign performance, including ROI, cost per acquisition, product attach rates, and channel performance, with the visibility needed to optimize spend and prove impact.
Consent and privacy management
Integrated preference centers and compliance controls aligned to financial services regulatory requirements. Subscription management, unsubscribe handling, and audit-ready documentation are built into the foundation from the start.
Agentforce for campaign intelligence
AI-assisted audience discovery, content recommendations, send-time optimization, and journey performance analysis. Teams use AI to surface segments they might have missed, test variations faster, and continuously refine campaigns based on what the data shows is working.
Choose the right starting point
Essentials
$150K
and up
Launch personalized marketing.
Foundational segmentation
Campaign orchestration
Dashboards tracking engagement and conversion
Typically 8 to 14 weeks
Growth
$300K
and up
Expand engagement across channels.
Real-time triggers
Advanced segmentation
Analytics that optimize campaign performance
Typically 12 to 20 weeks
Enterprise
$800K
and up
Operate a unified engagement platform.
Lifecycle journeys
Predictive targeting
AI-driven optimization across channels
Typically 20 to 32+ weeks
TECHNOLOGY
Supporting purpose-built platforms for financial services
Salesforce
Salesforce Marketing Cloud
Journey orchestration and campaign execution across email, SMS, mobile push, web, and branch touchpoints.
Salesforce Data Cloud
Unified customer identity, dynamic segmentation, and real-time behavioral signals that trigger event-driven outreach.
Marketing Cloud Personalization
Real-time web and digital personalization based on live customer behavior and propensity.
Agentforce
Salesforce
start a digital maturity asessment
Start with clarity.
Our Digital Maturity Assessment benchmarks your marketing operations, data foundation, and governance capabilities. It surfaces the gaps slowing engagement and defines the right implementation path.