Salesforce Pardot Financial Services Demo

Salesforce Pardot works with financial services marketing teams and advisors to deliver more personalized engagements and grow client relationships. Advisors instantly have a tailored view of what matters most like their tasks, client life events and their best opportunities prioritized by Einstein Insights. Then with a complete view of the client's record. Einstein predictive lead scoring shows why their leads are hot along with details, engagement history and next steps. Starting the conversation is easy. Send pre approved emails from within financial services cloud or quickly add clients to a nurture campaign. And as clients engage with emails, campaigns or the website, advisors get real time alerts so they can have the right conversation at exactly the right time. Then with Pardot's Engagement Studio, marketing teams can design personalized programs to deliver the right content when it makes the most sense, as well as build compelling communications with Pardot's intuitive email builder without needing to code. And the same can be done with forms add fields, choose the look and feel and set up completion actions for what happens after a prospect completes a form. Marketers and advisors can then create lists of prospects and clients based on their chosen criteria so that they can deliver relevant messaging to each audience on the website or in emails. Finally, marketers can get a holistic view of how campaigns are performing and dig into marketing ROI with multi touch attribution reporting to make data driven decisions about how every dollar is spent. Visit Trailhead to get started and see how to give advisors the ability to turn prospects into clients and grow client relationships for life. With Pardot. Blaze your trail with Salesforce.