Scaling Marketing Automation in a Highly Regulated Industry - S117

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About the session

Don’t let restrictions in highly regulated industries, such as financial services, curb your marketing automation enthusiasm. Learn how PIMCO, after moving to Marketo Engage, created a “Run versus Transform” client-centric playbook to deliver client impact and engagements at scale despite industry-specific innovation challenges. Through the correct mix of people, process, and method, it’s possible to move away from batch and blast, launch more data-driven automation journeys, and add client value quickly and accurately.

Learn how to:

  • Build a center of excellence that supports business as usual operations and makes your compliance team smile
  • Set up an alert system in Marketo Engage and proactively monitor issues
  • Adopt agile methods to power up your transform branch of the business and efficiently optimize nurtures and client journeys

Track: B2B Marketing and ABM

Industry Focus: Financial Services & Insurance

Technical Level: Intermediate to Advanced

Presentation Style: Case/Use Study

Session Type: Session

Audience Type: Campaign Manager, Database Marketing Manager, Digital Analyst, Digital Marketer, Email Marketer, Marketing Executive, Segmentation Specialist, Audience Strategist, Channel Marketer, Web Marketer

Business Type: B2B

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