EXPERIENCE & CAMPAIGN MANAGEMENT Wintrust Financial is a financial holding company offering community and commercial banking, wealth management, and mortgage services. Being a national bank brand name representing smaller community banks, Wintrust needed a way to manage their global brand while providing a consistent banking experience for their customers regardless of which community bank they …

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GLOBAL EXPERIENCE MANAGEMENT MODEL JLL’s three regional marketing teams were tasked with managing and all of its microsites on a global scale. However, JLL’s content management system was very manual which resulted in long wait times for refreshing content and receiving enhanced functionality. As a result, the global sites deviated with inconsistent brand messaging …

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Northern Trust

DATA INTEGRATION LAYER DEFINE & DESIGN Northern Trust, a global leader in delivering innovative investment management, asset and fund administration, were facing challenges stemming from two legacy enterprise CRM systems including Salesforce and PeopleSoft. These disparate systems meant that offshore teams and brokers had to enter customer data twice into the separate systems – leaving …

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