Finance Case Study

Digital transformation and Pardot marketing for private equity, asset management and hedge funds .

For over two years, Forcery has advised the largest Private Equity firm in the world on email marketing, deliverability, lead generation and analytics using Pardot marketing automation as a Subject Matter Expert (SME) on marketing automation and Salesforce.

For over two years, Forcery has advised the largest Private Equity firm in the world on email marketing, deliverability, lead generation and analytics using Pardot marketing automation.

Using personalization and Email Preference Centers, Forcery drove financial advisor unsubscribe rates by over 50%, increasing customer retention and improving transparency and deliver ability with customers.