Pardot for Financial Services

Today’s customers expect more than ever from the banks, wealth managers, and financial institutions they trust with their money. They are changing the way they shop for, research, and purchase financial products — expecting the same kinds of personalized, cross-channel experiences from their banks and wealth managers that they receive from their favorite brands in other industries. According to the “State of the Connected Customer” report, 80% of customers say the experience a company provides is as important as its products and services.

If financial brands want to be successful in the age of the connected customer, they need to find new ways to stand out. Marketing automation helps financial brands connect with their customers, engage with the most promising leads, and understand the full impact of their marketing efforts.

Connect with your customers.

Give your marketers a 360º view of each customer, and they’ll be better equipped to deliver personalized experiences and grow client relationships. Automatic prospect scoring and access to full engagement history makes it easy for your team to follow up with potential clients  and deliver the right content at the right time.

Engage your audience.

Pardot connects with Engagement Studio and Email Builder so your team, including third-party distributors, can send pre-approved, on-brand emails and add customers to existing nurture campaigns — without having to write or understand code.

Understand your marketing impact.

Real time alerts and reporting let you know that you’re connecting with the right customers at the right time with the right message.

Start blazing your own trail. Watch the Pardot for Financial Services demo video to see what marketing automation on the world’s #1 CRM can do for you.