Marketing Cloud for Financial Services
Mphasis Silverline helps financial services companies realize the full potential of their teams and marketing technology
Take personalization and data management to the next level.
Financial services companies often have siloed customer data that limits personalized engagement.
Salesforce Marketing Cloud unifies data to create a single customer profile for tailored experiences across web, email, and mobile. Salesforce Marketing Cloud can help drive deeper conversations, boost efficiency, and help to promote relevant financial products in real time, enhancing customer relationships and long-term value.
Maximize Marketing Cloud with Connected Systems
Mphasis Silverline helps you connect your systems such as core banking, Finserv, FIS, nCino, and PAS with Marketing Cloud so you can harness data from accounts, loans, and deposits. We provide advice along the way from former digital directors that have done this before, and we have helped companies drive growth in all areas:
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Acquisition
- Increase visitors to your website through smarter targeting
- Increase form fills on your website by using personalized banners based on recently clicked information
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Retention
- Gamify service journeys making sure customers are highly invested in digital tools
- Use survey data to push advocacy programs across channels
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Deepen Relationships
- Evergreen cross-sell customer journey
- Use transactional data to personalize offers
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Reduce Cost to Serve
- Use data from banking online to send trigger emails for login issues
- Move mail processes to email
Marketing Cloud Solutions for Financial ServicesOptimize business processes with:
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Marketing Cloud Personalization
Build a single comprehensive view of each customer and prospect by combining in-depth behavioral analytics, first-party data, and machine learning with your existing data.
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Data Cloud for Marketing
Leverage different analytics systems to make smarter use of your data and evolve with your customers with a single source of truth for every individual.
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Marketing Cloud Intelligence
Connect and unify all your marketing data, media investments, and KPIs to simplify performance analysis and make better decisions.
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Marketing Cloud Account Engagement
Build comprehensive journeys throughout the customer lifecycle, and gain powerful analytics to improve campaigns over time.
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How Westfield Bank aligns sales and marketing with Salesforce
Mphasis Silverline implemented Marketing Cloud, Financial Services Cloud, and High Velocity Sales with Westfield Bank’s nCino system to transform its sales and marketing processes. With Marketing Cloud, Westfield Bank can build custom customer and prospect journeys, and give insight into those communications to the sales team, enabling them to have more informed conversations.
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Marketing Cloud Roadmap
We will help you create a high-level roadmap and value plan, ensuring you know which products and functions to set up for both short-term and long-term growth.
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Building a future-proof design for easy, quick access to data across channels is crucial; if not done right, it can complicate later transitions.
Key points:
- Data model
- Data movement
- Privacy strategy
- Segmentation strategy
- Evergreen journeys
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A strong foundation enables you to expand channels and data, allowing for broader personalization and the use of AI to optimize campaigns at scale.
Key points:
- Cross-platform personalization
- Cross-channel journeys
- Mobile marketing
- Increased marketing attribution
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This final stage is evergreen as you will always be adjusting to keep up with moving preferences. In this stage, all data is moving freely from all channels, and you are using AI to make real-time adjustments to campaigns at scale. Data should be more transparent at this point, allowing you to optimize for customer preferences to push your ROI even further.
Key points:
- Empowerment
- Ancillary channels
- AI real-time optimized campaigns
- Transparent funnel
Why choose Mphasis Silverline?
Mphasis Silverline helps you transform by leveraging core, marketing, and third-party data for a complete customer view. We automate processes, implement Salesforce Marketing Cloud, and connect core systems for faster, smarter decision-making and growth.
At a glance, we provide:
- Experience across Marketing Cloud suite of products
- Unmatched industry expertise
- Cross-cloud experts
- World-class marketing team creation
- Time to value acceleration
