Enabling a 360 Degree View of the Customer: financial services community bank salesforce

financial services bank salesforce
financial <a href='https://gettectonic.com/why-managed-salesforce-services/'>services community bank salesforce</a>” class=”wp-image-25535″ title=”financial services bank marketing cloud”/></a></figure><p>financial services bank salesforce</p><p><strong>Use Case:</strong></p><p>The Bank is a 135 year old bank which has the feel of a local community bank but can offer enterprise-level banking <a href='https://gettectonic.com/the-2024-outlook-for-customer-service/'>services to its customers</a> and business clients.</p><blockquote class=

“The Tectonic team showed strong knowledge of the SFMC platform. They listened to our specific needs and use cases and crafted a customized and creative approach to meet our needs. They were reliable and communicative throughout the entire project.”

Chief Marketing Officer

PROBLEM:

  • Issues with Marketing Cloud subscriber identification
  • Disconnected customer data, unable to personalize communications
  • Marketing had to go through IT for all asks/automations/changes/ data pulls, creating delays in marketing campaigns
  • Web sign-up forms were going into multiple platforms

SOLUTION:

  • Tectonic designed & implemented a “Customer 360” data structure in Marketing Cloud which allows the bank’s marketing team to segment customers based on account details over multiple accounts
  • Coded the dynamic AMPscript necessary to personalize customer emails based on details such as branch locations & who the branch manager is
  • Custom API endpoint that saves data directly into Marketing Cloud

RESULTS:

  • Created a better relationship with customers because it enabled the bank to offer more products such as business banking, loans & CODs to customers who may only be using a single banking service.
  • Trained client on platform best practices
  • Configuration of Web sign-up forms to go directly into Marketing Cloud.

financial <a href='https://gettectonic.com/why-managed-salesforce-services/'>services community bank salesforce</a>” class=”wp-image-21042″ title=”financial services community bank marketing cloud”/></figure></div><p>financial <a href='https://gettectonic.com/why-managed-salesforce-services/'>services community bank salesforce</a></p><p></p><div class=
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