Marketing Automation for Financial Services

Relationship Marketing on the World’s #1 CRM

Pardot helps you deliver a personalized and engaging customer experience across the customer lifecycle.

  • Deliver more personalized engagements
  • Differentiate to get ahead of the competition
  • Maximize marketing investment

Build Deeper Relationships with Your Clients

Create a connected customer journey and engage clients in new ways.

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Key Use Cases

Wealth Management

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.

Asset Management

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.

Commercial Banking

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

Advanced Segmentation

Create lists of clients based on your chosen criteria to deliver relevant messages to each audience.

Client Acquisition

Keep your pipeline fully stocked with a steady flow of high-quality clients.

Personalized Content

Deliver personalization at every touch point to improve the buyer journey.

Client Nurtures

Grow client relationships from acquisition to long term growth with targeted nurture campaigns.

Sales Intelligence

Always reach the right clients, with the right message, at the right time.

ROI Reporting

Get a clear view of marketing ROI and impact on sales revenue.

Deliver more personalized engagements

Convert 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.
Integrated Marketing and Sales for Banking

Differentiate to get ahead of the competition

Engage 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.
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Maximize marketing investment

Understand 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.
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Trailblazers Succeed with Pardot

Read Full Case Study

Read Full Case Study


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Contact Sales


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Explore Solutions

B2B Marketing Analytics

Maximize marketing and sales efforts with advanced marketing analytics.

Salesforce Engage

Sell smarter with Salesforce Engage, marketing automation for sales.

Ready to see how marketing automation can help you grow at record speeds?
Request a personalized demo today!
Need help?No problem. Chat with our sales experts or call us at 1-800-667-6389.