Salesforce Marketing Cloud is not just for (Financial Services) Marketers

Salesforce Marketing Cloud is not just for (Financial Services) Marketers

Learn how Financial Services companies are communicating with brokers, advisors, consumers and investors using Marketing Cloud

By Bubblebox

Date and time

Wed, Oct 9, 2019 8:00 AM - 11:00 AM EDT

Location

One King West Hotel & Residence

1 King Street West, Suite Fifteen Hundred 15th Floor Toronto, ON M5H 1A1 Canada

About this event

The Salesforce Marketing Cloud is a powerful platform that often gets labelled as a “Marketing tool”. But did you know that across the Financial Services industry, Marketing Cloud is also being used by non-Marketers as well? From Sales & Distribution to Product and Service teams and even HR and Investor Relations - Salesforce Marketing Cloud is robust communications platform that delivers results for many stakeholder groups in the Financial Services industry.

Join us to learn from a diverse panel as we discuss how Financial Services companies are using Marketing Cloud to amplify their effectiveness in remarkable ways.

Seating is limited so RSVP now to reserve your spot today!

Agenda

  • 8:00am - 8:30am: Registration & Breakfast
  • 8:30am - 9:00am: Opening Remarks by Bubblebox and Salesforce
  • 9:00am - 10:00am: Panel Discussion
  • 10:00am - 10:30am: Q&A
  • 10:30am - 11:00am: Networking

Panelists

  • Simon Wise, VP of Revenue at Borrowell
  • Sean Brennan, National Director, Inside Sales at Ivari
  • Amy Maraone, Director Digital Marketing at Moneris
  • Olivia Saunders, Enterprise Business Lead, Digital Communication Centre of Excellence at BMO

This event is sponsored by Bubblebox, a Salesforce Silver Consulting Partner that specializes in strategic and technical consulting, as well as implementation and training on the Salesforce platform.

Organized by

Bubblebox

Bubblebox is a Salesforce Consulting Partner with customers around the world. We implement solutions across Marketing Cloud, Sales Cloud, Service Cloud, Community Cloud, Pardot, Tableau and Datorama. Our team provides a strategic consultative approach to ensure our customers gain the most from the technology we deploy and support. The Bubblebox team works with leading global brands and small companies such as College Ave Student Loans, easyfinancial - goeasy, Herschel Supply Company Ltd, Laura, Melanie Lyne, MEC Mountain Equipment Company Ltd., Well.ca to list a few. Exceeding your expectations is a ‘typical day’ for us. We bring a strategic, customer-service centric approach that addresses your unique needs. Our goal is to leverage your data to drive engagement and revenues. In a world that can feel increasingly disconnected when it comes to customer service, it is our priority. We help you improve results, increase revenue through a collaborative partnership culture. We care. And it shows – in our customer relationships and in your results.

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