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