Working with Trendline, the client selected to implement Salesforce Marketing Cloud as its technology for managing and sending communications to customers as well as prospects. Trendline implemented the program and established the bank’s data structures and backend integrations to ensure accurate data synchronization.
The digital bank worked with Trendline and top PR and social media firms on early-stage market research analysis to identify top prospects that would be a fit for using the new program. In addition to defining the right target market, another key output of the research was defining the most timely and impactful customer touchpoints.
The communication programs needed to drive the business model were vast. These included conceiving, designing, and developing an Account Acquisition and Activation program, a New Customer Experience program, a Lifetime Value Improvement program, an Account Transition program, a Re-engagement program, and multiple promotional and lifecycle communications. Trendline’s creative team brought these programs to life with messages tailored to drive key business outcomes and the automations necessary to carry them forward at scale.