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…

SimCorp creates more sales opportunities with Pardot

More than $19 trillion dollars worth of assets are managed via SimCorp’s fully integrated investment management solution. The result of more than 40 years’ development, SimCorp Dimension is used by almost half of the world’s top 100 investment managers. Increasing brand awareness is vital to securing sales and driving profitable growth for SimCorp. “To be…