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.
Software that automates marketing workflows, campaign management, lead nurturing, and performance tracking across digital and traditional channels.
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Multi-channel Campaign Execution Ability to create and deploy campaigns across channels like email, social media, SMS, and print. |
Product supports campaign execution across email, social media, SMS, and advertising per product documentation. | |
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Campaign Scheduling Capability to schedule campaigns in advance for different time zones and customer segments. |
Campaign scheduling, including by segment/time zone, is documented as a core feature. | |
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A/B Testing Functionality for split testing elements such as subject lines or offers. |
A/B testing is included as documented in journey orchestration and campaign analytics. | |
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Segmentation Ability to segment audiences based on attributes or behaviors. |
Audience segmentation based on behavior and attributes is a standard Salesforce MC feature. | |
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Personalization Dynamic modification of content within campaigns based on user data. |
Dynamic and personalized content is central to product value proposition. | |
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Template Library A pre-built library of campaign and email templates. |
Salesforce provides a library of templates for emails and campaigns. | |
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Approval Workflows System for campaign reviews and approvals by multiple stakeholders. |
Approval workflows for campaigns are available for compliance/review. | |
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Version Control Ability to manage revisions and restore previous versions of campaigns. |
Version control for campaigns and content is supported in the platform. | |
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Campaign Cloning Quick duplication and re-use of previous campaigns. |
Campaign cloning is mentioned in user guides for rapid reuse. | |
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Omni-channel Coordination Orchestrate consistent messaging across all touchpoints. |
Supports omni-channel coordination for unified messaging. | |
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Campaign Capacity Maximum number of simultaneous campaigns supported. |
No information available | |
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Audience Size Supported The number of contacts or audience members the platform can handle per campaign. |
No information available |
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Lead Capture Integration with web forms, landing pages, and offline channels to capture leads. |
Lead capture (forms, landing pages, etc.) is natively supported. | |
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Lead Scoring Assign scores to leads based on behavior, demographics, and engagement. |
Lead scoring is a key lead management feature. | |
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Automated Lead Nurturing Rules-based email drip programs and follow-up workflows. |
Automated lead nurturing (email drip, workflows) is part of journey mapping. | |
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CRM Integration Native or API connections to CRM systems for seamless lead handover. |
CRM integration is native, especially with Financial Services Cloud and Sales Cloud. | |
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Duplicate Detection & Merging Automatic identification and merging of duplicate lead records. |
Duplicate detection and merging is built-in. | |
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Lead Segmentation Ability to categorize leads by attributes for targeted nurturing. |
Lead segmentation features are supported by automation rules and queries. | |
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Lead Source Tracking Tracking the original source of each lead for ROI analysis. |
Lead source tracking/reporting is core to Campaign functionality. | |
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Contact Enrichment Automatic enhancement of lead profiles with third-party data. |
Contact enrichment is supported via integrations and Salesforce Data Cloud. | |
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Workflow Triggers Event-based automation for lead engagement or notifications. |
Workflow triggers based on events are included in journey orchestration. | |
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Lead Assignment Automated routing of leads to sales or relationship managers. |
Lead assignment (routing to reps/managers) is supported. | |
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Lead Database Size Maximum number of leads supported in the platform. |
No information available |
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Real-time Dashboards Instant visualizations of campaign and lead data. |
Real-time dashboards for campaign and lead analytics are a key selling point. | |
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Customizable Reporting Ability to build custom reports with chosen metrics and filters. |
Reporting is fully customizable in Marketing Cloud. | |
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Attribution Modeling Tools to track and analyze marketing touchpoints throughout the client journey. |
Attribution modeling is available via analytics and journey features. | |
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ROI Tracking Measurement of the financial return for each campaign or channel. |
ROI tracking per campaign/channel is supported within SFMC. | |
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Funnel Analysis Visualization and analytics of how leads progress through sales stages. |
Funnel analysis is included in journey and sales analytics. | |
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Export Options Download reports in multiple formats (CSV, XLS, PDF). |
Export options such as CSV/XLS are available in reports. | |
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Scheduled Reporting Automated periodic delivery of reports to stakeholders. |
Support for scheduled/automated report delivery is present. | |
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KPI Monitoring Tracking and alerting of marketing key performance indicators. |
KPI monitoring and automated alerts are available. | |
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Data Visualization Tools Charts, graphs, and dashboards to make analytics accessible. |
Analytics and data visualization tools are well supported. | |
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Analytics API Programmatic access to analytics data for third-party tools. |
API access to analytics data is documented and widely used. | |
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Report Generation Speed Average time required to generate a report. |
No information available |
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Native CRM Integrations Out-of-the-box integration with major CRM systems like Salesforce or Microsoft Dynamics. |
Native CRM Integrations exist with Salesforce CRM, Dynamics, etc. | |
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Open API Access Availability of application programming interfaces for custom connections. |
Open API access allows for custom integrations. | |
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Data Import/Export Support for importing and exporting contacts, data, and campaign results. |
Supports import/export of contacts, campaign data, and more. | |
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Fund Platform Integration Connection to fund management and distribution systems. |
No information available | |
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Compliance Platform Integration Integration with regulatory compliance solutions (e.g., MiFID II, GDPR tracking). |
Compliance platform integration (MiFID II, GDPR) is referenced in vertical solutioning. | |
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Email Service Provider (ESP) Compatibility Plug in to third-party or preferred ESPs. |
ESP compatibility is a documented capability. | |
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Webinar/Events Integration Syncing with webinar and event platforms for lead tracking. |
Webinar/event integration is supported through partner connectors. | |
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Marketing Data Warehousing Centralized storage for structured marketing data. |
Marketing Data Warehousing available with Salesforce Data Cloud and MC. | |
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Batched Data Synchronization Bulk and scheduled data transfers to reduce load and maintain consistency. |
Batched data synchronization available through automation and APIs. | |
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Single Sign-On (SSO) Integration with corporate authentication systems. |
Single sign-on (SSO) is standard in Salesforce solutions. |
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Role-based Access Control Customisable permissions and user roles for security and process management. |
Role-based access controls are standard in Salesforce admin tools. | |
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User Audit Trails Comprehensive logs of user activity for compliance and troubleshooting. |
User audit trail is part of compliance and platform admin. | |
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Multi-user Collaboration Simultaneous, real-time work on campaigns and data. |
Platform supports collaborative, real-time campaign/data work. | |
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Commenting & Notes Ability to annotate, comment, or tag collaborators on campaigns. |
Commenting and notes functionality are available for teams. | |
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Team Task Assignment Delegation of tasks or campaign steps to teammates. |
Task assignment and management available in Marketing Cloud and Sales Cloud. | |
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Approval Workflows Pre-defined stages for approval and stakeholder signoff. |
Approval workflows available for campaigns and user management. | |
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User Capacity Number of users that can simultaneously access the platform. |
No information available |
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Personalized Email Content Dynamic insertion of individual data (e.g., name, portfolio, investment preferences). |
Personalized email content using dynamic data is a core product feature. | |
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Dynamic Web Content Show different website experiences based on client segment or behavior. |
Dynamic web content delivery supported via interaction studio/personalization modules. | |
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Recommendation Engine AI-driven recommendations for investment products or educational resources. |
Recommendation engines can be deployed for investments/resources. | |
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Conditional Messaging Automated display of content based on rules/triggers. |
Conditional messaging based on client behavior is standard automation. | |
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Personalization Rules Capacity Maximum number of complex rules supported for content personalization. |
No information available | |
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Multi-language Support Personalized communications in multiple global languages. |
Multi-language personalization and content is available. |
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Consent Management Capture and manage client communication preferences and regulatory consents. |
Consent management and preference centers are built-in for compliance. | |
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GDPR & Local Law Compliance Tools ensuring storage and use of client data meet applicable standards. |
GDPR compliance tools are highlighted in product and required for financial services use. | |
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Audit Trails Recordkeeping of all user, system, and client actions. |
Audit trails feature is provided for compliance and forensics. | |
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Data Encryption Encryption of data at rest and in transit. |
Data is encrypted at rest and in transit (see trust.salesforce.com/security/). | |
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Role-based Permissions Granular user access controls based on roles. |
Role-based permissions and access policies are configurable. | |
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Data Retention Policies Automated enforcement of data retention and purging policies. |
Automated data retention tools/policies are available. | |
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PII Data Masking Masking of personally identifiable information in UI and exports. |
PII masking options exist for compliance in UI and exports. | |
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Access Logging Monitoring and logging all data access and changes. |
Comprehensive access logging for security/audit is standard. |
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Multi-step Workflow Automation Visual autoscheduling of complex marketing or sales sequences. |
Journey/batch workflow automation is a feature in Journey Builder. | |
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Behavior-triggered Journeys Automatically adjust journeys based on client engagement signals. |
Behavior-triggered journeys are a key aspect of journey orchestration. | |
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Journey Mapping Visualization Graphical user interface for designing and viewing customer journeys. |
Journey mapping with GUI is supported (Journey Builder). | |
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Journey Analytics Reporting on journey progression, dropoff points, and conversion rates. |
Journey analytics available for dropoff, conversion, and progression reporting. | |
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Workflow Capacity Maximum number of workflows or journeys that can be active concurrently. |
No information available | |
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Journey Length Supported Maximum number of steps or events within a single customer journey. |
No information available |
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Centralized Content Repository Single location for management of all campaign assets (documents, banners, etc). |
Centralized content repo for campaign assets is included. | |
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Asset Tagging & Categorization Organize content through metadata and folders for easy retrieval. |
Asset tagging/categorization via metadata and foldering is supported. | |
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Document Version Control Track changes and revert to prior versions of documents. |
Version control for documents/assets is managed in content management. | |
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Approval Workflows for Content Structured process for internal content review and signoff. |
Approval workflows for content/signoff are available. | |
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Bulk Asset Upload/Download Efficient handling of large quantities of content files. |
Bulk upload/download for content is supported. | |
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Content Sharing & Distribution Ability to distribute content internally or with external partners (e.g. IFAs, distributors). |
Content sharing with teams/partners supported. | |
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Branding Controls Enforce corporate brand guidelines through templates and permissions. |
Branding controls/templates are available for corporate guidelines. | |
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Digital Rights Management Control the usage and distribution rights of digital assets. |
Digital rights management is supported for digital content. | |
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Content Repository Size Total storage allocated for content assets. |
No information available |
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Data Validation Automated checks to ensure records are entered in the correct format. |
Data validation for record entry is standard across Salesforce products. | |
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Duplicate Detection Identify and flag duplicate data entries across leads, contacts, and accounts. |
Duplicate detection is a built-in capability. | |
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Data Cleansing Tools Automated processes to repair, complete, or remove poor quality data. |
Data cleansing tools available through Data Cloud and integrations. | |
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Custom Field Support Support for a wide variety of field types and custom records. |
Custom fields are supported on all objects/custom records. | |
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Data Import Wizard Guided processes for uploading and mapping externally-sourced data. |
Import wizards guide users through mapping/external data upload. | |
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Change History Tracking Complete record of data modifications for audit and troubleshooting. |
Full change history tracking/audit on all key records is a compliance feature. | |
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Data Access API Available APIs for accessing data programmatically. |
Data access APIs are available for programmatic access. | |
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Data Retention Controls Automated enforcement of data retention policies based on jurisdiction. |
Retention controls enforce data policies by jurisdiction as required for finance. | |
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Data Storage Capacity Maximum database size for all customer and marketing data. |
No information available |
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24/7 Support Availability Access to technical support and troubleshooting around the clock. |
24/7 support is available with Premier plans and for regulated industries like finance. | |
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Onboarding Services Guided onboarding and setup assistance for new customers. |
Onboarding services and guided deployment available. | |
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Dedicated Customer Success Manager Named manager assisting with adoption and maximizing use of platform. |
Dedicated customer success managers offered at enterprise level. | |
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Knowledge Base Comprehensive self-serve documentation, FAQs, and guides. |
Comprehensive online knowledge base (help.salesforce.com). | |
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User Training Webinars Regularly-held training for platform end-users. |
User training webinars are offered regularly. | |
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In-app Guidance Contextual help and walkthroughs within the application interface. |
In-app guidance and walkthroughs are part of the UI. | |
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Support Response SLA Published service level agreement for support response time. |
No information available | |
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Community Forums Access to a user community for sharing tips and best practices. |
Active Salesforce Trailblazer Community forums are available. |
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