Implementing ActionIQ at an Investment Management Firm Ensured
CUSTOMER SUCCESS STORY
Implementing ActionIQ
at an Investment Management Firm
Main Reasons to migrate to the Cloud
Reduced costs monitored through a single platform
Ability to instantly integrate Adobe Campaign instance with current services
Unlimited potential for computer power
Main Reasons to migrate to the Cloud
Reduced costs monitored through a single platform
Ability to instantly integrate Adobe Campaign instance with current services
Unlimited potential for computer power
Client
Our client is one of North America’s largest investment management firms. Their mission is to help their customers take control of their financial futures.
Challenge
Munvo was approached by our client after they identified a gap in their MarTech and recognized they needed external expertise to understand how a CDP solution would solve the issue and bring their personalization and marketing campaigns to the next level. Internally, our client simply didn’t have the bandwidth to pilot the innovation and ensure that the CDP became a critical part of marketing.
Solution
We leveraged ActionIQ and a multi-phased approach placing Munvo as a core component of the project teams. This allows Munvo to engage with different stakeholders (data, delivery, etc.) structured and strategic manner. Our team presented proposed changes and then executed them, while providing ongoing support. By understanding the business impacts of changes, we were able to give recommendations that improved the processes and yielded business benefits.
Results
As result of Munvo’s helping our client roadmap and implement the CDP enabled continuous growth for the foreseeable future across all business lines through solid foundations & precise changes. This means that as the data needs change for the organization, they will be able to adapt and grow accordingly. In order to help the company succeed with its CDP & embrace it as an integral part of the MarTech stack, we focused on sharing best practices & lessons learned while contrasting the initial implementation. We also helped the team gain internal maturity when it comes to engaging with their CDP and improving their overall autonomy & skills. This enabled the dynamic realignment of their priorities as well when it comes to iterative development within the tools & platforms.
When we started working with the client, they relied on us to make all the changes and updates to their marketing platform. After a few months of enabling best-practices and helping the client through the changes, they were confident in their ability to run the platform efficiently and continue to change according to business needs.
— Serge Bohdjalian
VP of Professional Services at Munvo
Benefits
of CDP data sources were modelled & met the scalability requirements
of CDP channel integrations were re-engineered to meet new cross-channel journey needs
of data-points and segmentation were re-designed
Ready to get started?
Munvo Solutions is your premier MarTech Solutions partner. As a proud member of the PlusCo network and a specialized marketing agency, we bring you innovative solutions tailored to your needs. Our trusted partnerships with industry leaders like Adobe, SAS, Salesforce, Unica, Redpoint, ActionIQ, and PEGA enable us to deliver unparalleled service and expertise.
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