Integrated Marketing and Sales for Banking

For banks and wealth management firms around the world, emerging industry trends and changing consumer behavior are forcing a new approach to growth. Banks must find more effective channels for brand awareness, employ stronger value propositions, and stake a unique claim in what many view as a commoditized industry. Alignment between marketing and the front…

Formuesforvaltning Empowers Advisors with Marketing Insights & Qualified Leads

Formuesforvaltning is a Scandinavian wealth management firm started in 2000. They’ve grown to $10B in assets under management for their clients. The company does investment strategy, portfolio management, legal services, and business services. They are based in Norway, Sweden, and London with 20 local branches. Clients include high-networth-individuals, families, investment companies and endowments. Business Challenges…

Sequoia Financial Group uses Pardot to Transform Client Relationships

Sequoia Financial Group is shaking up the traditional, commission-based, financial planning ecosystem. With an emphasis on helping clients enrich their lives and fulfill their dreams, they make recommendations based solely on what works best for their clients, not them. Most firms say that they offer these types of personalized recommendations, but Sequoia Financial Group incorporates…

Sierra Investment Management Uses Pardot to Align Marketing and Sales

Market-leading investment solutions backed by decades of strategic research and analysis. Sierra Investment Management is a Santa Monica-based investment advisor with a unique investment process that provides risk-management & satisfying returns. Our firm has been helping conservative investors to preserve and grow their wealth since 1987. Business Challenges Marketing was sending out all this content,…

Pardot for Financial Services: Redefining the Customer Experience

The modern buyer has changed dramatically in the era of digital marketing. Whether a prospective customer is banking, borrowing, or investing, they have greater access to information and a variety of convenient options to chose from. Customers are empowered. This creates new opportunities for firms to acquire new customers but also means that customers will…

Fundbox Drives Automated Drip Campaigns in Regulars FINS Industry with Pardot

Findbox provides lines of credit and financial tools to small businesses in the U.S. Their flagship product is a line of credit for small businesses. The application is all online – you received a decision in less than 3 minutes on whether you were approved for credit or not. From there – you draw funds…

How Financial Sales Leaders Can Increase Productivity and Revenue with Salesforce

The modern buyer has changed dramatically in the era of digital marketing. Whether a prospective customer is seeking insurance, mortgage, or a loan, they have access to a vast amount of information before ever engaging a financial institute. This means that the sales team today must be able to prioritize their leads, engage customers with…