CASE STUDY · Wealth Management
St. James's Place
Industry
Wealth Management
Client
St. James's Place
Integration
Sales Cloud, Mulesoft
Products Used
Marketing Cloud
St. James's Place Wealth Management plc is a British multinational wealth management business
01
The Brief
7 challenges
To manage the marketing notifications and promotional email journeys in an automated way from one single platform.
SMS and email shall be sent for any communication relevant to one-time passcode, etc.
Lead nurturing through extensive use of salesforce campaigns.
Allow partners to send the communication on their behalf.
Prospect conversion to deal.
Missing 360-degree view with analytics in TCRM reports.
Event Registration campaign with feedback.
02
The Approach
Solution
Marketing Cloud with Distributed marketing was opted for automating marketing activities.
Email and SMS were promptly sent to subscribers with ease of automation and tracking.
TCRM was utilized to show the analytics and dashboards.
Marketing Team can design the journeys and emails as needed.
Seamless Data sync between the salesforce CRM and marketing cloud.
Customized Journeys as per specific products and campaigns.
Customized re-engagement programs for existing customers.
03
Stack & Tools
04
Impact
Easy access to all the data points.
Real-time analytics for marketing activities.
Enabling marketing team to create emails and deliver using easy drag and drop.
Easy Segmentation of the synced datasets for specific campaigns.
Information is in Real-Time and up-to-date.
Customization to meet industry and customer-specific requirements in terms of processes and data capturing.
Complete 360-degree information of customers.
