Financial Services

Invest in financial
marketing tools
that pay off.

Invest in financial marketing
tools that pay off.

Invest in financial
marketing tools
that pay off.

Financial Services

Invest in financial
marketing tools
that pay off.

Invest in financial marketing
tools that pay off.

Invest in financial
marketing tools
that pay off.

Financial Services

Invest in financial
marketing tools
that pay off.

Invest in financial marketing
tools that pay off.

Invest in financial
marketing tools
that pay off.

Customers: Industries: Financial Services

Securely manage each customer journey.

The world’s most innovative financial services organizations are personalizing their customers’ experiences. Marketers can securely leverage customer data from any source, then deliver and track on-brand messaging across retail branch locations and online banking, wealth management organizations, insurance companies, or mortgage and lending organizations.

Keep data secure.

Trust is our #1 priority. We have an ISO27001 certification and offer user-base permissions and multifactor authentication.

Enjoy unmatched repeatability.

Support regulatory compliant messaging as required by Sarbanes-Oxley, the DOL Fiduciary Rule, the EU Privacy Directives, and more.

Make data accessible.

Analyze data any time you need it. Automate messaging and gain relevant engagement insights on client records with Marketing Cloud Connect.

Audit with ease.

Keep all your historical customer data in one secure place. Use back-end tracking and email archiving to demonstrate compliance.

Amplify Credit Union

Amplify Credit Union

Amplify Credit Union

“Before Salesforce, we would have to run 60 spreadsheets and connect them in Access databases... Now, I can click a button in Salesforce, and I get it all done.”

Lisa Nicholas
Senior Vice President and Chief Digital Officer
Get the Report

Let's connect.

Let's connect.

Create personalized journeys for every customer — starting now. Speak with a representative to learn everything you need to know about Marketing Cloud.

Create personalized journeys for every customer — starting now. Speak with a representative to learn everything you need to know about Marketing Cloud.