at Financial Technnology Year
This content is provided by FinTechBenchmarker.com who are responsible for the content. Please contact them if you have any questions.
Salesforce Marketing Cloud for Financial Services from Salesforce
AI-powered marketing automation tailored for wealth and asset managers, with journey mapping, email marketing, social media marketing, mobile messaging, advertising, and analytics. Includes compliance features, personalized client communications, and integration with Financial Services Cloud.
Product analysis by function
Marketing Automation Platforms for Distribution & Sales
Software that automates marketing workflows, campaign management, lead nurturing, and performance tracking across digital and traditional channels.
More Marketing Automation Platforms
More Distribution & Sales ...
Campaign Management
(0 Yes /0 Known /12 Possible features)
|
Multi-channel Campaign Execution Ability to create and deploy campaigns across channels like email, social media, SMS, and print. |
. | No information available |
|
Campaign Scheduling Capability to schedule campaigns in advance for different time zones and customer segments. |
. | No information available |
|
A/B Testing Functionality for split testing elements such as subject lines or offers. |
. | No information available |
|
Segmentation Ability to segment audiences based on attributes or behaviors. |
. | No information available |
|
Personalization Dynamic modification of content within campaigns based on user data. |
. | No information available |
|
Template Library A pre-built library of campaign and email templates. |
. | No information available |
|
Approval Workflows System for campaign reviews and approvals by multiple stakeholders. |
. | No information available |
|
Version Control Ability to manage revisions and restore previous versions of campaigns. |
. | No information available |
|
Campaign Cloning Quick duplication and re-use of previous campaigns. |
. | No information available |
|
Omni-channel Coordination Orchestrate consistent messaging across all touchpoints. |
. | No information available |
|
Campaign Capacity Maximum number of simultaneous campaigns supported. |
. | No information available |
|
Audience Size Supported The number of contacts or audience members the platform can handle per campaign. |
. | No information available |
Lead Management & Nurturing
(0 Yes /0 Known /11 Possible features)
|
Lead Capture Integration with web forms, landing pages, and offline channels to capture leads. |
. | No information available |
|
Lead Scoring Assign scores to leads based on behavior, demographics, and engagement. |
. | No information available |
|
Automated Lead Nurturing Rules-based email drip programs and follow-up workflows. |
. | No information available |
|
CRM Integration Native or API connections to CRM systems for seamless lead handover. |
. | No information available |
|
Duplicate Detection & Merging Automatic identification and merging of duplicate lead records. |
. | No information available |
|
Lead Segmentation Ability to categorize leads by attributes for targeted nurturing. |
. | No information available |
|
Lead Source Tracking Tracking the original source of each lead for ROI analysis. |
. | No information available |
|
Contact Enrichment Automatic enhancement of lead profiles with third-party data. |
. | No information available |
|
Workflow Triggers Event-based automation for lead engagement or notifications. |
. | No information available |
|
Lead Assignment Automated routing of leads to sales or relationship managers. |
. | No information available |
|
Lead Database Size Maximum number of leads supported in the platform. |
. | No information available |
Analytics & Reporting
(0 Yes /0 Known /11 Possible features)
|
Real-time Dashboards Instant visualizations of campaign and lead data. |
. | No information available |
|
Customizable Reporting Ability to build custom reports with chosen metrics and filters. |
. | No information available |
|
Attribution Modeling Tools to track and analyze marketing touchpoints throughout the client journey. |
. | No information available |
|
ROI Tracking Measurement of the financial return for each campaign or channel. |
. | No information available |
|
Funnel Analysis Visualization and analytics of how leads progress through sales stages. |
. | No information available |
|
Export Options Download reports in multiple formats (CSV, XLS, PDF). |
. | No information available |
|
Scheduled Reporting Automated periodic delivery of reports to stakeholders. |
. | No information available |
|
KPI Monitoring Tracking and alerting of marketing key performance indicators. |
. | No information available |
|
Data Visualization Tools Charts, graphs, and dashboards to make analytics accessible. |
. | No information available |
|
Analytics API Programmatic access to analytics data for third-party tools. |
. | No information available |
|
Report Generation Speed Average time required to generate a report. |
. | No information available |
Integration & Connectivity
(0 Yes /0 Known /10 Possible features)
|
Native CRM Integrations Out-of-the-box integration with major CRM systems like Salesforce or Microsoft Dynamics. |
. | No information available |
|
Open API Access Availability of application programming interfaces for custom connections. |
. | No information available |
|
Data Import/Export Support for importing and exporting contacts, data, and campaign results. |
. | No information available |
|
Fund Platform Integration Connection to fund management and distribution systems. |
. | No information available |
|
Compliance Platform Integration Integration with regulatory compliance solutions (e.g., MiFID II, GDPR tracking). |
. | No information available |
|
Email Service Provider (ESP) Compatibility Plug in to third-party or preferred ESPs. |
. | No information available |
|
Webinar/Events Integration Syncing with webinar and event platforms for lead tracking. |
. | No information available |
|
Marketing Data Warehousing Centralized storage for structured marketing data. |
. | No information available |
|
Batched Data Synchronization Bulk and scheduled data transfers to reduce load and maintain consistency. |
. | No information available |
|
Single Sign-On (SSO) Integration with corporate authentication systems. |
. | No information available |
User Management & Collaboration
(0 Yes /0 Known /7 Possible features)
|
Role-based Access Control Customisable permissions and user roles for security and process management. |
. | No information available |
|
User Audit Trails Comprehensive logs of user activity for compliance and troubleshooting. |
. | No information available |
|
Multi-user Collaboration Simultaneous, real-time work on campaigns and data. |
. | No information available |
|
Commenting & Notes Ability to annotate, comment, or tag collaborators on campaigns. |
. | No information available |
|
Team Task Assignment Delegation of tasks or campaign steps to teammates. |
. | No information available |
|
Approval Workflows Pre-defined stages for approval and stakeholder signoff. |
. | No information available |
|
User Capacity Number of users that can simultaneously access the platform. |
. | No information available |
Personalization & Dynamic Content
(0 Yes /0 Known /6 Possible features)
|
Personalized Email Content Dynamic insertion of individual data (e.g., name, portfolio, investment preferences). |
. | No information available |
|
Dynamic Web Content Show different website experiences based on client segment or behavior. |
. | No information available |
|
Recommendation Engine AI-driven recommendations for investment products or educational resources. |
. | No information available |
|
Conditional Messaging Automated display of content based on rules/triggers. |
. | No information available |
|
Personalization Rules Capacity Maximum number of complex rules supported for content personalization. |
. | No information available |
|
Multi-language Support Personalized communications in multiple global languages. |
. | No information available |
Regulatory Compliance & Security
(0 Yes /0 Known /8 Possible features)
|
Consent Management Capture and manage client communication preferences and regulatory consents. |
. | No information available |
|
GDPR & Local Law Compliance Tools ensuring storage and use of client data meet applicable standards. |
. | No information available |
|
Audit Trails Recordkeeping of all user, system, and client actions. |
. | No information available |
|
Data Encryption Encryption of data at rest and in transit. |
. | No information available |
|
Role-based Permissions Granular user access controls based on roles. |
. | No information available |
|
Data Retention Policies Automated enforcement of data retention and purging policies. |
. | No information available |
|
PII Data Masking Masking of personally identifiable information in UI and exports. |
. | No information available |
|
Access Logging Monitoring and logging all data access and changes. |
. | No information available |
Journey Orchestration & Automation
(0 Yes /0 Known /6 Possible features)
|
Multi-step Workflow Automation Visual autoscheduling of complex marketing or sales sequences. |
. | No information available |
|
Behavior-triggered Journeys Automatically adjust journeys based on client engagement signals. |
. | No information available |
|
Journey Mapping Visualization Graphical user interface for designing and viewing customer journeys. |
. | No information available |
|
Journey Analytics Reporting on journey progression, dropoff points, and conversion rates. |
. | No information available |
|
Workflow Capacity Maximum number of workflows or journeys that can be active concurrently. |
. | No information available |
|
Journey Length Supported Maximum number of steps or events within a single customer journey. |
. | No information available |
Content Management
(0 Yes /0 Known /9 Possible features)
|
Centralized Content Repository Single location for management of all campaign assets (documents, banners, etc). |
. | No information available |
|
Asset Tagging & Categorization Organize content through metadata and folders for easy retrieval. |
. | No information available |
|
Document Version Control Track changes and revert to prior versions of documents. |
. | No information available |
|
Approval Workflows for Content Structured process for internal content review and signoff. |
. | No information available |
|
Bulk Asset Upload/Download Efficient handling of large quantities of content files. |
. | No information available |
|
Content Sharing & Distribution Ability to distribute content internally or with external partners (e.g. IFAs, distributors). |
. | No information available |
|
Branding Controls Enforce corporate brand guidelines through templates and permissions. |
. | No information available |
|
Digital Rights Management Control the usage and distribution rights of digital assets. |
. | No information available |
|
Content Repository Size Total storage allocated for content assets. |
. | No information available |
Data Quality & Management
(0 Yes /0 Known /9 Possible features)
|
Data Validation Automated checks to ensure records are entered in the correct format. |
. | No information available |
|
Duplicate Detection Identify and flag duplicate data entries across leads, contacts, and accounts. |
. | No information available |
|
Data Cleansing Tools Automated processes to repair, complete, or remove poor quality data. |
. | No information available |
|
Custom Field Support Support for a wide variety of field types and custom records. |
. | No information available |
|
Data Import Wizard Guided processes for uploading and mapping externally-sourced data. |
. | No information available |
|
Change History Tracking Complete record of data modifications for audit and troubleshooting. |
. | No information available |
|
Data Access API Available APIs for accessing data programmatically. |
. | No information available |
|
Data Retention Controls Automated enforcement of data retention policies based on jurisdiction. |
. | No information available |
|
Data Storage Capacity Maximum database size for all customer and marketing data. |
. | No information available |
Support & Training
(0 Yes /0 Known /8 Possible features)
|
24/7 Support Availability Access to technical support and troubleshooting around the clock. |
. | No information available |
|
Onboarding Services Guided onboarding and setup assistance for new customers. |
. | No information available |
|
Dedicated Customer Success Manager Named manager assisting with adoption and maximizing use of platform. |
. | No information available |
|
Knowledge Base Comprehensive self-serve documentation, FAQs, and guides. |
. | No information available |
|
User Training Webinars Regularly-held training for platform end-users. |
. | No information available |
|
In-app Guidance Contextual help and walkthroughs within the application interface. |
. | No information available |
|
Support Response SLA Published service level agreement for support response time. |
. | No information available |
|
Community Forums Access to a user community for sharing tips and best practices. |
. | No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.