Salesforce ROI case study: Financial Institution

January 8, 2019 - ROI Case Studies T3

A financial services firm upgraded Salesforce Marketing Cloud and integrated it with Salesforce Service Cloud to streamline its marketing campaign process and ensure compliance with new regulatory requirements for financial advisors. Nucleus found that the upgrade project enabled the company to modernize its client and participant communications, ensure compliance, and increase client service and marketing productivity, reducing the time to prepare a campaign from weeks to days. The company was also able to avoid the one-time cost of communicating new information to clients by digitizing the process.