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Activation Studio for Financial Services

Boost Marketing Cloud efficiency for Financial Services

Boost Marketing Cloud efficiency for Financial Services
Activation Studio for Salesforce Marketing Cloud is a certified solution built on top of Salesforce Marketing Cloud for no-code segmentation, lead tracking and scoring.

We put data security and privacy first. 

Activation Studio is built on top of Salesforce Marketing Cloud: data stays in Salesforce and never leaves.

User Friendly Drag & Drop Segmentation
Marketing-Sales Alignment
Lead and account website tracking and sales alerts
Lead and account qualification and prioritization
Sales insights and intelligence

Activation Studio delivers real control and visibility of the end-to-end leads process across your financial products, delivering lead scoring, web tracking and segmentation.

The Financial Services market is extremely fluid and competitive, with providers needing to focus not only on new customer acquisition, but also on retention of existing customers.

Activation Studio delivers a solution that tracks the activity of new and existing contacts on your website, showing which products/services they are interested in. The solution then scores each contact based on rules you set and can create an audience segment for personalised relevant communications. 

Marketing-Sales Alignment

Unity is strength
  • Help marketing and sales to work together as a team

  • Salesforce Sales Cloud and Service Cloud integration

  • Prioritize lists of leads, accounts, contacts, opportunities within Salesforce CRM

  • Identifying upsell opportunities for customers

Tracking and Alerts

Understand, capture and activate digital behavior
  • Capture web events and activate them within Salesforce Marketing Cloud and Salesforce CRM

  • Collect interactions and behavior per subscriber and engage them within Activation Studio in a relevant and timely manner

  • Google Tag Manager integration, for importing and exporting tags with a click of the mouse

  • Use digital interactions and tags for segmentation and/or scoring, and within Salesforce CRM

Qualify and prioritize

For leads, prospects and accounts
  • Flexibility and ease of use: no-code scoring engine

  • Create multiple scoring rules and tags within Salesforce Marketing Cloud

  • Different scores per team or sub-brand, per country, per product line, et cetera

  • Calculate scores per subscriber and engage them within Activation Studio Score Designer in a relevant and timely manner

Sales insights

Intelligent reporting in MC and CRM
  • Compliant with GDPR, CCPA and any privacy regulation

  • Your sales team can see the digital behavior of leads, prospects and customers

  • Know what they are looking for before engaging with them

  • Help your sales team to be more effective and efficient in their relationship with prospects and customers

ISO27001 certified
Take a tour of product

Companies working with

Activation Studio for SFMC

Hello TV
Company Info
DAT Solutions
Interwell Health
Hello TV

Do you work in Financial Services? Do you use Salesforce Marketing Cloud?

Then, book a demo with our team and see for yourself why Activation Studio is used by industry leaders