How Sequoia Financial Group Achieved 361% ROI in Record Time with Salesforce Pardot

Sequoia Financial Group, LLC is a client-centered financial planning and wealth management company, with services including asset management, retirement planning, and fiduciary consulting. To modernize its CRM and serve more clients at scale, Sequoia turned to Salesforce for a variety of solutions — including Salesforce Pardot, which the company uses for marketing. Salesforce solutions have…

5 Strategies for Successful Marketing and Sales Alignment

More often than not, there’s a divide between marketing and sales teams. For many companies, this just seems to be a fact of life. But why can’t marketing and sales get along? Usually, it’s because they aren’t really aligned.  Marketing and sales teams typically use separate processes, tools, and data, and they have different priorities….

5 Nurture Programs Every Wealth Manager Should Use

The financial sector is in the midst of a digital transformation that has unlocked incredible new opportunities for wealth managers to stand out in the crowded marketplace and build customer loyalty. With the power of marketing automation, wealth managers can nurture client relationships like never before.    Through lead nurturing, wealth managers can take new leads…

How Payers Can Deliver a More Personalized Customer Experience: Part 2

In Part 1 of this Blog Post Series, Three Trends Affecting Payer Group Sales, we broke down 3 trends that highlight why the importance of differentiate your communication strategy to employers: 1.) highly saturated market, 2.) new entrants, & 3.) increasing customer expectations. These trends means two things if you are selling into a new…

How ALI Group is Reimagining Digital Marketing in the Insurance Industry

The dynamics of customer-brand relationships have changed dramatically in recent years. If you’re a marketer in the financial industry, you already know this. Your clients have greater access to information, more options (read “competitors”) to choose from, and more channels where they can engage with brands. While this opens to door to new opportunities for…

How to Attract New Healthcare Leads with Inbound Marketing and Engage Them in Real Time

Today’s healthcare professionals prefer to be marketed to through digital channels. As a result, the most effective healthcare and life sciences (HLS) marketing is now digital marketing. This has opened up a whole new world of opportunities for HLS marketers, who used to rely on in-person meetings to build relationships with clients.  Now, HLS marketers…