![]() ![]() The solution leverages an existing Marketo deployment for market segmentation and distribution of the emails. This solution is embedded into the firm’s CRM solution and enables sellers to opt individual advisors in or out of a marketing campaign and to customize the messaging within the email itself prior to sending. They wanted to do so in a simple-to-use, engaging user interface and wanted to get something ready for the business very quickly. However, sellers wanted to be able to better control and manage the messaging to their advisors while the messaging was still properly vetted for compliance and branding purposes. This global asset management firm had a well defined process for distributing marketing materials to their intermediary channel. Part of HSO’s Power Platform in Financial Services Video Series Customer’s challenge Microsoft Dynamics Application Management and Support Services.Architecture, Engineering, and Construction (AEC). ![]()
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