We help Financial Services teams turn Salesforce marketing into pipeline.
In banking, insurance and fintech, the marketing platform is a compliance surface first and a growth engine second. Every send needs a defensible consent basis, every process may face an audit, and the cost of getting it wrong is measured by lawyers. The good news: a platform configured for auditability is also a platform that converts better, because trust is the product.
Brand experience from previous roles
What typically breaks
Consent is scattered across systems
Web forms, advisors’ inboxes, legacy CRM imports — when consent lives in four places, nobody can prove any single send was lawful.
Marketing and compliance speak different languages
Compliance reviews every campaign manually because the platform gives them no guardrails to trust. Cycle times triple; campaigns launch stale.
Advisor networks and regional entities
Multiple brands, regional entities and tied agents mean business-unit separation, per-entity sender domains and reporting that regulators and boards can both read.
Deliverability is reputational
A bank’s email landing in spam isn’t a marketing problem — it trains customers to distrust legitimate messages and makes phishing easier.
The packages that fix it
Fixed scope, fixed price, fixed date — each one bookable directly. Prices in EUR, net of VAT.
Consent & GDPR Pack
“Legal will not sign off until we can prove how every consent was captured.”
- Double opt-in flow: form, confirmation email, verification automation, proof fields
- Preference centre with topic-level subscriptions, synced to Salesforce
Deliverability & Domain Trust Pack
“Our emails are landing in spam and nobody can tell us why.”
- SPF, DKIM, DMARC policy design and rollout (with customer IT)
- BIMI readiness assessment
MCAE Enterprise Foundation
“Four countries, three brands, one Salesforce org, and everybody wants their own rules.”
- Multi-business-unit architecture and Marketing Data Sharing rules
- Per-BU domains, sending identities and authentication
Admin Enablement & Runbook
“We want to run this ourselves without calling you every week.”
- Written runbook for the customer’s specific configuration
- Sync error triage, release checks, deliverability monitoring, user admin
4× Salesforce Certified
7 industries · 30 fixed-price packages · delivery in English & German
The 12-point Account Engagement health check
Find the four usual problems before they cost pipeline — no email required.
Frequently asked
Can consent management in Account Engagement survive an audit?
Yes, if consent is modelled as data — source, timestamp, wording version, withdrawal — rather than a checkbox. The Consent & GDPR Pack builds exactly that structure, with the paper trail an auditor expects.
How do we shorten compliance review cycles?
Locked templates with approved components, a defined exception path, and an audit log. When compliance trusts the guardrails, they stop reviewing every email — that is a platform deliverable, not a policy memo.
Multiple entities, one platform — possible?
Business units support separate consent scopes, sender domains and reporting. The design decisions matter more than the licence: entity separation retrofitted late is the most expensive rework in this platform.
From the engine room
Email deliverability for Account Engagement: SPF, DKIM, DMARC and what comes after
Data 360 for marketers: how identity resolution decides what personalisation is possible
Working in Financial Services & Insurance?
Thirty minutes with the person who does the work — free, no slides. Bring your org and your constraints; you’ll leave with an honest read on what to fix first and what it costs.