We helped a leading banking firm in the US establish a scalable and secure Salesforce Marketing Cloud foundation — enabling personalized, compliant, and multi-channel engagement across its customer base.
The client, a national bank offering retail and commercial banking services, sought to implement Salesforce Marketing Cloud from scratch. The goal was to unify fragmented marketing systems, ensure regulatory compliance, and deliver personalized messaging across email, SMS, and push channels. The project included platform setup, data architecture, consent management, automation, and journey orchestration.
We delivered a fully integrated and secure SFMC environment, built to scale with the client’s roadmap and compliant with financial industry standards.
A comprehensive SFMC setup across data, content, journeys, and channels — tailored for financial compliance and omnichannel customer engagement.
Platform Setup & Data Modeling
Defined custom data extensions to capture customer, product, and consent data. Structured contact key strategy and subscriber models to handle multi-line relationships (e.g., joint accounts, credit products).
API & CRM Integration
Integrated SFMC with the bank’s CRM system and customer portals using REST and SOAP APIs to push/pull data in real-time, including consent status and transactional events.
Consent & Compliance Layer
Implemented double opt-in, CAN-SPAM compliance, and GDPR-ready data policies. Built logic to honor channel preferences and sync suppression lists automatically.
Journey Builder & Automation Studio
Created multi-touch customer journeys including onboarding, loan reminders, cross-sell nudges, and re-engagement. Leveraged real-time triggers from account activity.
Dynamic Content & Personalization
Built personalized email and SMS templates using AMPscript, dynamic blocks, and predictive recommendations using Einstein Send Time Optimization and Content Selection.
Reporting & Analytics
Configured out-of-the-box SFMC analytics plus connected Data Views to Tableau for advanced engagement and journey reporting. Created dashboards for KPIs like open rate, click-through, opt-out, and conversion.
The bank moved from siloed, slow marketing processes to a modern, customer-first experience. The unified SFMC stack improved email deliverability, enabled true personalization, reduced campaign deployment time by 40%, and maintained full compliance with regulatory frameworks.
Let’s help you deliver personalized, compliant, and scalable communication with a robust SFMC foundation.
