Financial Services


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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