Data and Automation Help Bank of Montreal Get 5x the Leads | Salesforce
23 Jan 2024 · 1 min

1:04
A short transcript excerpt from a Salesforce YouTube case study describing how Bank of Montreal (BMO) used Salesforce Marketing Cloud Personalization and Einstein AI to accelerate email retargeting (from days to hours), enrich customer profiles, and drive measurable business results: a five-fold increase in captured leads and a conversion rate increase from 3% to 6%. The speaker also highlights integration with Journey Builder, Data Cloud and Financial Services Cloud and the role of Einstein/GPT for future possibilities.
Questions this video answers
8th largest bank in North America.
Previously 3–4 days; now as fast as four hours.
Captured five times the number of leads; conversion rate doubled from 3% to 6%.










