“We went from a very traditional marketing organization to a digital marketing team running an incredibly successful nine-touch nurture campaign. The immediate result was $1.1 billion in asset value contributed to the sales pipeline and help in closing deals representing more than $100 million of net new assets.”
Mark Dawson, Senior Manager, Demand Generation, Charles Schwab
By transitioning to digital tools, Charles Schwab was able to improve data integrity, inbound leads, and web engagement. This has increased their sales pipeline and resulted in a 900 percent increase in productivity and greater campaign efficiency.