Financial Services Marketing Solution

Build stronger, long-term relationships with clients, agents, and advisors

Your competition is increasing, it’s more difficult to differentiate your offerings, and your clients’ expectations are growing exponentially. Whether you’re in banking, insurance, asset management, or capital markets, stay ahead of the curve with our Financial Services Marketing solution by engaging your clients as individuals, in real time and at scale.

Start with a single view of each client

To have 1:1 conversations with your clients, you need to really know them. Create rich client profiles using multiple data sources, enrich them with each individual’s preferences, behaviors and engagements, and use them to build deeper, long-term relationships.

Jupiter Asset Management uses insights to drive engagement
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Build campaigns using advanced segmentation

With client and advisor profiles all in one place, easily segment them based on their financial needs, behaviors, demographics, and preferences. As new clients and advisors enter your system, Marketo automatically updates your segments and campaigns, in real time.

Drive personalized communications

Move away from batch and blast email campaigns. Engage clients and prospects with messages that are relevant and personal to them, based on the rich, 360 degree view you have of each individual in Marketo.

Redstone Credit Union personalizes emails to achieve goals
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Create digitally connected experiences

Meet the growing expectations of next-generation, tech-savvy clients who want to engage with you through their preferred digital channels. From our single solution, you can continue conversations seamlessly even as clients switch between channels, such as email, web, mobile, and social.

United Heritage Credit Union engages across channels

Prove marketing’s impact on revenue

Go beyond the vanity metrics of clicks and opens to track and truly measure business impact. Simple dashboards and in-depth reporting give you a clear picture of the impact and ROI of your client campaigns.

Paradigm Life proves marketing ROI
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Charles Schwab uses Marketo to engage financial advisors with targeted nurture programs

Driving results with sales and marketing alignment

Success Comes In All Sizes
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