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Financial Technology Year

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Salesforce Marketing Cloud for Financial Services

from Salesforce

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.
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Software that automates marketing workflows, campaign management, lead nurturing, and performance tracking across digital and traditional channels.

Salesforce Marketing Cloud for Financial Services


Platforms that enable targeted digital marketing campaigns, drip email programs, content distribution, and lead nurturing for prospective clients with compliance-approved materials.

Salesforce Marketing Cloud for Financial Services


Publicly available data, summarised using AI.

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