KloudData Elevates Financial Service User Experience with Salesforce Marketing Cloud

The Organization is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. The Organization contacted to KloudData when Salesforce was about to retire the microsite feature from the marketing cloud. They needed assistance in rebuilding certain functionalities dependent on microsites.

Business Needs

Environment

Business Challenges

Microsite Feature Retirement: Organization’s customer subscription feature needed to be rebuilt before Salesforce retired the Microsite from Marketing Cloud to ensure this update does not affect critical business functions.

Branding Requirements: The Organization wanted to maintain its branding consistency on the subscribe/unsubscribe page to ensure a seamless user experience and reinforce its brand identity.

Agent Workflow: Canaccord had an agent workflow in Salesforce that allowed their support team to manually unsubscribe/re-subscribe users upon request, However, the retirement of the microsite feature posed a challenge, as this subscription functionality was custom-built on the microsite.

Solution

Native Subscription Center: Configured the native subscription center within Marketing Cloud as per the approved theme and branding replicating the features similar to that of the Microsite feature. We also updated the footer elements in the marketing cloud global configurations to sync the links to the existing templates and make the page fully functional.

Automation Rebuilding: Replicated the automation build on Microsite by creating a custom functionality in Salesforce for automatic tracking of unsubscribed users with a few other key data points.

Agent Workflow: Updated the agent workflow in Salesforce using standard apex pages to perform the unsubscribe or resubscribe action from Salesforce on the user's behalf

Result

Rebuilding the unsubscribe/subscribe feature prior to the retirement of the microsites ensured the uninterrupted flow of business processes without impacting the customer experience.

The native subscription feature enables easy management of subscription preferences. The process is seamless and user-friendly which enhances overall customer satisfaction.

Our proactive approach in rebuilding the features mitigated potential compliance and legal risks associated with customers receiving unwanted communications.

Outcome

Rebuilding the unsubscribe/subscribe feature prior to the retirement of the microsites ensured the uninterrupted flow of business processes without impacting the customer experience.

The native subscription feature enables easy management of subscription preferences. The process is seamless and user-friendly which enhances overall customer satisfaction.

Our proactive approach in rebuilding the features mitigated potential compliance and legal risks associated with customers receiving unwanted communications.

KloudData Elevates Financial Service User Experience with Salesforce Marketing Cloud

Business Needs

Environment

Business Challenges

Solution

Result

Outcome

The Future of Mobile: Navigating App Development in 2023 and Beyond

Flutter vs. React Native: Which is Better in 2024 | Backendless

Android App Development Demystified: A Beginner's Guide to Success

Mobile App Development - Step by step guide for 2024 and beyond

iOS App Development: Build Your Own Apps

Swift vs Objective C - Top Programming Languages Compared

Top Most Popular Programming Languages for Mobile App Development

Salesforce Spectrum: A Journey through Innovation and Transformation

What is Salesforce Marketing Cloud?

Salesforce Experience Cloud as a Way of Digital Transformation

Salesforce Service Cloud Overview

Salesforce Sales Cloud: Implementation & Support Services

Set Up Your Salesforce Org for Integration with MuleSoft

Salesforce Field Service and Its Significance in Modern Business Operations

Salesforce Lightning: Revolutionizing the User Experience

The Ethics of AI in Salesforce: Understanding Salesforce's Responsible Creation of AI

Salesforce CPQ (Configure, Price, Quote): Streamlining the Sales Process

Salesforce and IoT: The Future of Customer Relationship Management

Taming the Beast: Master Business Process Intelligence in SAP S/4 HANA

Next-Gen Business with SAP S/4HANA, IoT, and Big Data

SAP Customer Checkout: A Beyond-the-Register Business Approach

SAP Integration Suite: Enhancing Business Efficiency and Connectivity

A Comprehensive Overview of SAP S/4HANA Advanced Compliance Reporting (ACR)

OLAP vs. OLTP: What's the Difference?

Understanding Bigtable: A Comprehensive Guide

Elevate Your Legacy Systems with AWS and SAP SDIT Migration

Key Takeaways from Sapphire 2024

Introduction to SAP S/4HANA Clean Core Strategy

S/4HANA vs ECC: A Comprehensive Guide to Their Key Differences and Benefits

Advanced Demand Planning and Supply Chain Optimization | SAP

Next-Gen Business with SAP S/4HANA, IoT, and Big Data

Predictive Analytics and Machine Learning with SAP S/4HANA

Introduction to SAP Analytics Cloud

Unlocking the Future of SAP: A Deep Dive into Joule AI

SAP S/4HANA - Intelligent Cloud ERP Software Solution

What Is RISE with SAP?

SAP S/4HANA migration: A definitive guide

What is SAP BTP? A Guide to SAP Business Technology Platform

Maximizing Operations with Business Process Intelligence in SAP S/4 HANA: A Comprehensive Guide

Introduction to Infrastructure as a Service (IaaS) and SAP S/4HANA

Navigating Your SAP Migration Journey: A Comprehensive Guide to Brownfield, Greenfield, and Bluefield Approaches

What is SAP HANA? A Guide to In-Memory Computing with SAP

Understanding SAP S/4HANA Transition

SAP S/4HANA for Finance: Reinventing Financial Management

Get in Touch: Connect with Us Today!

4580 Auto Mall Parkway, Suite 121 Fremont, CA 94538 (HQ)

4580 Auto Mall Parkway, Suite 121
Fremont, CA 94538 (HQ)