Financial Services

Regional bank, UAE

Marketing Cloud sat apart from the branch's customer. Journeys now use the same profile. Clients asked not to be named.

Founded 2022 · MVP Hall of Fame · 200+ agents in production · UAE, India and US desks

The engagement

Three stops, quoted from the note.

  1. Before

    The week as it was

    The branch already knew the customer; the campaign did not.

  2. The week

    What we built

    Marketing Cloud journeys against a single customer profile: transactions, send-time, and a preference center the marketing team could run without us.

  3. After handover

    What stayed

    After handover, their team edits the journeys.

Quoted from the note. The client is not named here.

Before, and the week

What the week looked like.

This was a regional bank in the UAE. They asked not to be named. They already had Marketing Cloud. That was not the problem.

Campaigns ran on lists. Transaction data never reached the journey. A customer who had just taken a product at the branch still got a generic cross-sell. The marketing team could not change a journey without calling the partner.

We connected the journeys to one customer profile: core transactions, send-time rules, and a preference center. The work was Salesforce, not an invented AI layer. After handover, their team edits the journeys. We did not stay to operate the desk.

The bank measured the change itself, and their figures stay theirs. We will not invent a number for the same work.

What changed

What we will stand behind.

Before

What changed

Marketing Cloud sat on one side of the bank. Transaction data lived on another.
Journeys ran on the same customer profile the branch used, so a customer who had just taken a product stopped getting the generic offer.
Cross-sell went out as a blast list.
Cross-sell stopped going out as a list that ignored what the branch already knew.
The marketing team could not change a journey without calling the partner.
The marketing team owns the journeys after handover.
Quoted from the note. The client is not named here.

Where the same work fits

The same week, other desks.

  • Example

    Marketing head at a Dubai real estate developer

    Today: Owners who just bought a unit still get the launch campaign.

    After: Journeys read the same profile the sales team uses, so a new owner gets the handover messages instead.

    Real estate
  • Example

    Marketing manager at a Dubai hotel apartments group

    Today: Long-stay guests get the same short-stay offer every week.

    After: The journey reads the booking before it sends.

    Hotel apartments
  • Example

    CMO at a US software company

    Today: The team cannot change a nurture journey without calling the agency.

    After: The marketing team owns the journeys after handover.

    For CMOs
Examples of the work, not case studies. Roles and cities are typical of the desks we see.

The honest no

When we are the wrong partner.

The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.

Ours looks like this

We work in banking and fintech and right now, leads go cold before anyone replies.

Industry
Problem

Brief: Financial services. Journeys ignore what the branch knows. An agent on a named process. A reviewer on the exceptions.