Empower marketing and advisor teams with powerful insights on client engagement. Build relationships leveraging personalized digital journeys to drive client acquisition and to retain and grow AUM.
Identify prospects with the highest investment potential, engage prospects with personalized, targeted digital marketing campaigns, and empower marketing and wholesaler teams with powerful marketing insights.
Empower commercial bankers, loan officers, and marketing teams with real-time client engagement insights. Leverage personalized digital journeys to drive new client acquisition, client retention, and upsell and cross-sell.
Execute targeted digital lead generation campaigns at scale, and empower agent and broker teams with powerful insights into prospect engagement and the ability to run their own campaigns leveraging marketing approved content.
Pardot for Financial Services Capabilities
Create lists of clients based on your chosen criteria to deliver relevant messages to each audience.
Keep your pipeline fully stocked with a steady flow of high-quality clients.
Deliver personalization at every touch point to improve the buyer journey.
Grow client relationships from acquisition to long term growth with targeted nurture campaigns.
Always reach the right clients, with the right message, at the right time.
Get a clear view of marketing ROI and impact on sales revenue.
Deliver more personalized engagementsConvert prospects and deepen existing client relationships–from attracting and capturing new prospects to onboarding, educating, and upselling existing clients.
- With Engagement Studio, build personalized journeys with targeted campaigns to connect with your clients.
- Deliver the most relevant information for each client using Dynamic Content.
- As you plan your campaigns, create lists of target audiences sorted by your chosen criteria.
- Easily build customized lead capture forms to gather the data that matters to you.
Differentiate to get ahead of the competitionEngage with your prospects at the moment of interest. Get real-time alerts when a client opens an email or hits your website, showing you exactly what they're engaging with. Then reach out to deliver a personalized and relevant message.
- Your sales team gets real-time alerts, so they can know exactly when to reach out.
- Einstein artificial intelligence shows whether prospects are qualified and when they’re ready to advance their relationship.
- Use Pardot’s intuitive email builder to create beautiful emails tailored for your audience.
Maximize marketing investmentUnderstand marketing insights from click to close. Because Pardot is tracking all of your campaigns in Salesforce, you get detailed ROI and engagement reporting to continuously optimize and improve your client experience.
- Get a holistic view of how campaigns are performing with custom built dashboards.
- Dig into marketing ROI with multi-touch attribution reporting to get data driven insights about which campaigns are most effective at each stage of the buyer’s journey.
- Create granular views of your data and save as lenses to access in the future.
- Get a single view of all of your data and streamline reporting on a single platform.
B2B Marketing Analytics
Maximize marketing and sales efforts with advanced marketing analytics.
Sell smarter with Salesforce Engage, marketing automation for sales.