In financial services, effective data mining and compliance are some top priorities. But how do you leverage the right tools that will get the job done without adding more strain on your staff? With Salesforce features like Sales Cloud and Pardot, and a proven implementation partner like Simplus, it can be done—and done well.

David Advisors reached out to Simplus for help addressing compliance issues, high client standards, mass follow-up, and data mining large quantities of transaction data. Davis Advisors wanted to implement an effective sales and marketing system that would alleviate these pain points and drive more business. Key to the system was including the option to target by financial advisor and transaction data. Simplus used Davis’ data sources and various tools like Geopointe and Pardot to build a solution tailored to Davis Advisors’ needs. With an extensive use of rollup ELDs and a custom search screen, Davis Advisors is now able to take advantage of targeted marketing, better email campaigns, and more satisfied customers.

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