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William Blair

PRIORITIZING CLIENT OPPORTUNITIES William Blair is a global investment banking and wealth management firm. The senior management of the Debt Capital Markets (DCM) Investment Banking team was struggling to track their Bankers’ budgets and have an accurate estimate of the true deal pipeline. DCM was looking to do so through the continuation of their use …

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Hands shaking over a financial deal.

CNO Financial

FOUNDATION FOR FUTURE GROWTH CNO Financial Group has a staff of 5,500 insurance sales agents focused on middle income families. CNO Financial Group was on a highly customized version of Salesforce, which made it difficult and time consuming for agents and their managers to access client information, track deals and run reports. Due to the …

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Shaking hands during a deal.

Stewart Title

CONSISTENT DESIGN ACROSS MICROSITES Stewart Title offers comprehensive services across residential and commercial title insurance as well as closing and settlement services. The company was operating on an outdated AEM codebase and had an unintuitive site design leading to low online conversion rates. High turnover and lack of documentation on their marketing and IT teams meant …

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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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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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First Midwest Bank

CONNECT WITH CUSTOMERS THROUGH MARKETING CLOUD A bank with ideas, First Midwest Bank, wanted to introduce Salesforce Marketing Cloud to their expanding commercial lending group with a pilot marketing campaign to show an efficient way to incorporate marketing automation, gain early adoption on Salesforce from the sales team and provide easy opt-ins for future campaigns. …

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