About the client
Our client is a distinguished wealth management and investment advisory firm based in Chicago that caters to individuals, families, and small businesses. Our client excels in the investment arena, emphasizing strategic expansion and active risk management for wealth preservation. Their approach sets them apart, with a focus on success narratives across diverse sectors.
Client challenges
- Our client sought to establish personalized connections with potential clients by comprehensively understanding each individual’s preferences and behaviors to tailor their interactions.
- They encountered hurdles in using digital channels to nurture meaningful connections.
- Further, the client sought a more profound understanding of their target audiences and aimed to optimize campaign performance specifically for these segments.
Solution
LevelShift partnered with the client’s stakeholders to identify key marketing challenges and design a comprehensive solution that addressed both current gaps and future goals. Our team customized Salesforce Marketing Cloud modules—Content Builder, Journey Builder, and Audience Builder—to deliver personalized, data-driven experiences and maximize audience engagement.
- Content Builder: Enabled the client to create engaging, interactive content tailored to audience interests. The tool simplified the development of emails, landing pages, and digital assets while ensuring brand consistency through customizable templates and intuitive design features.
- Journey Builder: Empowered the client to design personalized customer journeys from the first interaction to conversion and beyond. Automation and optimization features improved workflow efficiency and allowed continuous strategy refinement using real-time data and insights.
- Audience Builder: Equipped the client to segment audiences precisely using demographics, behaviors, and preferences. With advanced segmentation and predictive analytics, they identified high-value segments and delivered targeted messaging that resonated with each group.
Benefits
By leveraging Salesforce Marketing Cloud to deliver personalized, data-driven campaigns, the client was able to enhance engagement, optimize content strategies, and reach high-value audiences effectively. Below are the benefits:
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31% increase in customer engagement and conversion rates through multi-channel, personalized marketing campaigns, driving a 35% growth in qualified leads.
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28% improvement in overall marketing ROI by leveraging data-driven strategies to optimize content and campaign effectiveness.
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Precise audience segmentation with Audience Builder enabled tailored messaging across channels, maximizing outreach impact and engagement.