Scaling Marketing Automation in a Highly Regulated Industry - S117
Closed captions in English, French, and German can be accessed in the video player.
VP, Marketing Automation Lead, PIMCO
VP, Product Management - Digital Marketing, PIMCO
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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Tools & resources
Marketo Engage/BizibleLearn more
Customer Success Presented by IBM
Experience transformation with IBM and Adobe