Global Marketing Transformation for a Leading Wealth-Management Consulting Firm

Scenario

• Marketing tools were scattered across regions, leading to inconsistent communication.

• Personalization for high-value audiences like CIOs, portfolio managers, and wealth advisors was limited.

• Campaigns were built manually, slowing down execution and increasing the risk of errors.

• Engagement data lived in separate systems, making it hard to measure marketing impact.

• Strict industry compliance requirements demanded better approval processes and controls.

Solution Offered

AWT implemented a centralized and automated marketing system using Salesforce Marketing Cloud. This streamlined global communication and improved personalization for key audience segments.

• Email Studio & Content Builder

We created reusable templates, multi-language content blocks, and a centralized content structure. This ensured consistent branding across all global communications.

• Journey Builder

We implemented automated journeys for:

• Prospect nurturing

• Event and webinar communication

• Industry insights and research distribution

• Client updates and service announcements

These journeys delivered timely, relevant content based on each audience's interests.

• Automation Studio

We automated segmentation, CRM data syncing, and compliance-related suppression rules, reducing manual effort.

• Marketing Cloud Advertising

We enabled targeted outreach on LinkedIn and Google using CRM-based audiences, supporting more efficient prospecting

• Marketing Cloud Intelligence (Datorama)

We built unified dashboards to track campaign performance, content engagement, and regional effectiveness.

• Compliance Framework

We implemented approval workflows, audit trails, and regional communication filters to meet SEC, FCA, GDPR, and other global requirements.

Business Benefits

The new setup boosted efficiency and engagement across regions. It also strengthened compliance and improved coordination between marketing and sales teams.

• 60% reduction in manual marketing work

• 45% increase in engagement across email and content programs

• Stronger marketing-to-sales alignment through better-qualified prospects

• Consistent global branding across all regions

• Improved compliance and reduced risk with formal governance and audit controls