Valuehub | Your Go To CRM Partner

Financial Services Success with Salesforce Marketing & Data Cloud

Streamlining omnichannel communications, reducing campaign costs, and increasing customer engagement using Salesforce Marketing Cloud and Data Cloud

About the Organization

A global financial services company specializing in cross-border and cross-currency money transfers and payments. Operating in over 200 countries and territories with more than 500,000 agent locations worldwide, the company connects millions of customers through its vast network.

Challenges

The organization faced challenges due to the use of multiple systems like Oracle Responsys and Braze, which created operational complexity and increased resource management costs. Managing multiple platforms simultaneously made it difficult to execute seamless omnichannel campaigns efficiently.

What We Have Done?

The organization successfully migrated all systems to Salesforce Marketing Cloud and Data Cloud, enabling personalized messaging and SMS integration via MuleSoft for real-time communications. Mobile push notifications were implemented across 100+ local country apps, while robust analytics provided comprehensive tracking of campaign performance.

Products Used

Salesforce Cloud Section
Salesforce Marketing Cloud

Salesforce Marketing Cloud

Salesforce Data Cloud

Salesforce Data Cloud

Results & Business Impact

The organization achieved a 35% increase in customer engagement through a unified platform that enhanced personalized communication. Marketing campaign costs were reduced as a simplified system lowered operational overhead, while integrated workflows enabled 50% faster campaign execution. These improvements in engagement, efficiency, and speed contributed to a 30% increase in revenue growth.