Marketing Cloud Next – Financial Services
Deliver the Experience Your Clients Deserve - Every Time, on Every Channel
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You’ve invested in Salesforce—but are you using it to its full potential?
Disconnected client experiences across banking, wealth, insurance, and digital
Email campaigns that rely on static lists, not behavior
Manual workarounds just to get a new journey out the door
Compliance processes that slow everything down
Unclear ROI from marketing automation
Salesforce Marketing Cloud + Financial Services Cloud
Connected, Intelligent, Compliant
Able.Digital helps financial service firms turn Salesforce into a real-time engagement engine—backed by smart data, personalized journey automation, and compliance alignment.
Unify client data across CRM, mobile apps, web, service centers, and product systems
Use AI-powered segmentation to send the right message to the right client at the right time
Automate entire lifecycle journeys: onboarding, renewal, upsell, reactivation, disengagement
Embed FINRA/SEC compliance into your communication and approval workflows
Create advisor-aware handoffs between marketing and client-facing teams
Track ROI by journey, persona, lifecycle stage, and product line—with visual dashboards
Real Clients.
Real Pain Points.
Real Results.
Let’s Unlock the Salesforce You Already Own
A Smart, Simple 5-Step Engagement Process
1
Discovery & Journey Audit:
Visualize your current journey mapIdentify friction, drop-off, and compliance gaps
2
Salesforce Architecture Alignment:
Connect FSC + MC Next to your actual dataEnsure a single source of truth for journeys
3
Journey Design & Automation:
Build behavior-based, multi-channel, AI-enabled journeysPersonalize by product line, client type, and segment
4
Compliance & Advisor Flow Design:
Create embedded guardrails + approval pathsAdd advisor triggers, alerts, and pause rules
5
Go Live + Performance Layer:
Launch with dashboards, metrics, and optimization toolsOptional managed services or training support
What We Help You Implement
Salesforce Marketing Cloud
Financial Services Cloud
Journey Builder + AI Segmentation
Einstein Engagement Scoring
Compliance Workflows (FINRA, SEC, etc.)
Slack + Email + Advisor Notifications
Real-Time Data Extensions
Web + Mobile Personalization
Experience Cloud (optional portals)
Frequently Asked Questions
Do we need both Financial Services Cloud and Marketing Cloud Next to work with you?
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No. We can start with either product and phase in the other as needed. We'll tailor our implementation based on your current stack.
How long does it take to launch?
Client engagements typically run 8–12 weeks for first-phase journeys. Faster timelines are possible depending on data readiness.
What if we already use Marketing Cloud but not Next?
We can help you get the most out of your existing version - and then guide you into a smooth transition to Next with better AI and personalization capabilities.
How do you support compliance?
We embed workflows, rules, audit logging, and approval flows that meet FINRA, SEC, FFIEC, and internal compliance standards - customized for your organization.
Can you work with our Salesforce admin team?
Absolutely. We’re built to collaborate with in-house teams and enhance - not replace - hem.
See It in Action
Watch some of these snippets to learn more about Marketing Cloud Next.
Schedule a Strategy Call
George.Huene
is a Senior Solution Architect having worked at Salesforce with 20 years of experience helping enterprise and midmarket companies succeed with Salesforce. Complete the form below to schedule a personalized advisory meeting with George.
You already own the tech.
Now it’s time to realize its potential.
Your clients are evolving. Your competitors are modernizing. Let’s make sure that your client experience lives up to your brand—and your investment.
Book Your Free Salesforce Journey Audit