One of the fastest-growing fee-based Financial Advisory firms in the US has grown 10X + in under ten years. However, the conversion rates were starting to plateau, and the organization realized it needed a bold strategic move to continue fueling its future growth and stay ahead of competitors. Complicating matters was the urgency to create a personalized customer experience and offer tailored products and communication at scale. The organization asked Vantage Point to help them implement Marketing Cloud, a Salesforce solution that would enable them to achieve their business goals and objectives. In the process, they were able to learn more about their clients, target each segment with the right content at the right moment and through the right channel, and ultimately increase conversion rates and revenue per client.

Client

• Financial Services

• Wealth Management

• Nationwide Presence

Solution

• Tailored Implementation

Salesforce™ Products

• Marketing Cloud

Our Approach

We started by helping the organization’s leadership aligned on a clear vision and objectives for their marketing efforts. Together we formulated a targeted and actionable approach: a transition from Pardot to Marketing Cloud to enable their B to C focus marketing and branding efforts. We then moved swiftly from vision to implementation, partnering with the organization’s marketing team to re-imagine and re-design all of their key marketing processes. 

Actions & Impact

• Created personalized engagements and seamless experiences across every client touchpoint 

• Created tailored communication specific to each client 

• Enabled omni communication with clients

• Supported faster campaign deployment 

• Captured data through multiple sources to learn what their clients truly like and need

• Created relevant, personalized marketing across various channels and devices 

• Analyzed the impact and effectiveness of their marketing campaigns 

• Managed relationships on a large scale at a low cost

• Helped create life-long customers 

Challenges

• Marketing efforts were not able to support growth targets 

• Unable to maintain personalized experience regardless of our larger scale 

• Unable to deliver tailored products and communication at scale  

• No granular client insights

• Limited number of client engagement channels 

• Multiple, disconnected marketing tools 

• Raising clients’ expectations 

Working as an extension of the organization’s leadership and marketing team, Vantage Point was able to help them completely transform their marketing efforts in just under 90 days. Marketing Cloud became the backbone of its digital marketing program and the key enabler for the organization’s continuous accelerated growth.