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.
See the story
“We've seen double-digit increases in open rates and double-digit increases in click-through rates on our email campaigns.”
VP of Digital Marketing and Design