Success stories

Personalized Customer Experience using Data Automation & Content Syndication for a Wealth Management Firm

Written by Admin | Jul 15, 2024 9:28:47 AM

A multi-billion-dollar financial services firm’s customers struggled with inefficiency and inconsistency in their marketing operations, resulting in a subpar customer experience and missed revenue opportunities. Coforge conducted a thorough analysis and implemented Salesforce Marketing Cloud to automate processes, personalize content, and provide a 360-degree customer view. This led to increased agent productivity, higher click-through rates, and improved customer engagement