An investment management and advisory firm ramps up Customer Acquisition by building Personalized Relationships through digital channels


About the Client

Client is a Chicago-based wealth management, investment and advisory firm offering its services to individuals, families, and small businesses.



Customized Marketing Cloud modules like Content builder, Journey builder, Audience builder  to gain meaningful insight on prospects and take them on a personalized journey by leveraging interactive content delivered at the right time.

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  • Swelled the sales funnel with 35% more highly qualified leads
  • All digital assets were centralized and integrated with Marketing Cloud

Salesforce: Marketing Cloud Engagement

Technologies: HTML, Server Side Javascript