JourneyBlazers

Quality Accounts for Trading Company

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JourneyBlazers: Revolutionizing Trading with Salesforce Marketing Cloud Personalization

 

 

At JourneyBlazers, we are committed to architecting Salesforce platform solutions that drive scalable growth and meet evolving business needs. Our latest project with a leading trading company is a testament to our dedication to enhancing the customer experience and providing innovative implementations across industries.

 

The Challenge

 

Our client, a trading company, provides robust and sophisticated platforms for trading crypto, futures, options, future options, ETFs, and mutual funds over mobile and desktop platforms. They were facing a significant challenge – a high application abandonment rate due to a long and tedious account opening process. This led to a considerable drop-off in the signup process, affecting their goal of generating more quality accounts.

 

The Solution: Salesforce Marketing Cloud Personalization

 

To address this challenge, we implemented Salesforce Marketing Cloud Personalization on their corporate and trading websites. This unique feature allowed us to capture the affinity of each website visitor and render personalized experiences as defined by the marketing team.

On the lengthy account signup pages, we were able to instrument Salesforce Personalization and its Listeners to help drive completion, return to signup, and hence reduce dropouts from the signup process.

 

How Salesforce Marketing Cloud Personalization Helps

 

Salesforce Personalization provides a better understanding of each customer’s interests by gathering unique data across channels and devices. This data includes website visits, product interests, category affinities, communication preferences, and intent.

At JourneyBlazers, we leverage our client’s Personalization Framework to utilize customer, visitor, and prospect data to render real-time personalized experiences across multiple channels and devices. This approach not only enhances the user experience but also significantly reduces the dropout rate from the signup process.

 

Customer Testimonial

 

Our client’s testimonial speaks volumes about the effectiveness of our solution:

 

“The team at Journey Blazers proved their expertise of the Interaction Studio (Personalization) tool and helped us get up and running quickly. Even as internal delays prevented us from staying on time, the team made sure the project never lost momentum and worked with us every step of the way.”

 

Conclusion

 

Our project with the trading company is a prime example of how JourneyBlazers leverages Salesforce Marketing Cloud Personalization to address unique business challenges. By providing a personalized user experience, we were able to significantly reduce the dropout rate from the signup process, helping our client generate more quality accounts.

 

If you’re facing similar challenges in your business, we encourage you to reach out to us. Let’s explore how we can leverage Salesforce Marketing Cloud Personalization to enhance your customer experience and drive business growth. Contact JourneyBlazers today for more information.

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Credit Where Due

“As much as JourneyBlazers helped us stand up the product, they actually helped us figure out how to be better marketers, and how to view this technology in a whole new way that we hadn’t considered.”

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