Client Success
Salesforce CDP: Data-driven Marketing for financial services organizations
The BFSI-focused Salesforce Customer Data Platform makes end-to-end marketing automation a reality.
From meeting client expectations to exceeding them in real-time, Salesforce & Persistent Systems work together to seamlessly create digital experiences that win loyalty, align with client lifestyles and provide complete 360° views of client activities and needs.
A major part of creating winning CX is having access to one source of truth when it comes to customer data.
Here’s where a Customer Data Platform (CDP), powered by Salesforce, can empower your teams to make highly personalized omnichannel engagements possible, all while creating magical marketing moments and optimizing campaigns, conversions, and acquisition costs.
Contact our experts for a 1:1 demo on how your organization can leverage Salesforce CDP to collect and unify disparate customer data, gather intelligent, actionable, and trusted insights. Businesses can now deliver the right content to the right prospect on the right channel with the right offering!
The benefits of building a data-driven end-to-end marketing automation platform with Salesforce CDP include the ability to,
- Build powerful and targeted prospect/client segments
- Gain easy access to analytics and segment modification capabilities
- Utilize one central user-friendly interface to ensure coherent marketing
- Promote relevant services to right prospects at the right time on the right channels with the right offering.
- Conduct ROI analysis and ensure continuous improvement
- Calculate lifetime value or engagement score to create enriched prospect/client profiles
Ace the 5 Vs of MarTech for Financial Services Organizations
Client Success
A Global Insurance Company achieves simplified and transparent communications
Client Success
Salesforce powered Loan Origination System enables larger capacity for top financial services firm
Client Success
Re-Architecting Loan Origination System
Client Success
Streamlined hiring processes for US based financial software company
Why Persistent?
Digital First
The Salesforce platform, born and raised in cloud, ushered a new era of digital transformation which laid the foundation for Persistent’s success with 18+ years of implementation and consultation expertise.
Domain Centricity
Our BFSI domain capabilities and digital business accelerators enable us to deliver quality work at scale. We continue to invest in finance centric Salesforce solutions to accelerate program execution.
Next-Gen Tech Experience
Delivering personalized data-driven experiences for one of the leading banks in the US with Salesforce CDP, FSC & Marketing Cloud, as a part of the ‘Better Together’ program with Salesforce.
