One-Two Punch to Drive Deposit Growth With Salesforce CRM and Marketing Cloud

Growing deposits isn’t just about offering competitive rates; it’s about having the right data and tools to create personalized, timely, and effective marketing campaigns. By combining Salesforce CRM and Marketing Cloud, financial institutions can maximize their deposit growth potential. Let’s look at the top 5 Salesforce features that banks and credit unions should leverage, with success stories that show how these tools deliver real results. 

1. Salesforce CRM + Journey Builder for Personalized Campaigns 

Combining Salesforce CRM with Journey Builder allows you to track customer data in real time and trigger automated journeys based on customer actions. Whether it’s onboarding new customers or upselling existing ones, these personalized campaigns ensure timely, relevant messaging. 

Use Example:   

A large financial institution used Salesforce CRM data to trigger onboarding journeys in Journey Builder, resulting in a smoother customer experience and increased engagement from new account holders, boosting deposits during the first 90 days. 

2. Salesforce Reports & Dashboards + Audience Builder for Targeting 

Salesforce Reports & Dashboards give you the insights needed to identify key customer segments. Combined with Audience Builder in Marketing Cloud, you can segment customers based on CRM data and deliver precise, targeted marketing to drive deposits. 

Use Example:   

A regional bank used CRM Reports to identify customers who had maintained a high balance but hadn’t opened savings accounts. By integrating this data with Audience Builder, they launched a targeted campaign that increased savings account sign-ups by 20%. 

3. Salesforce Campaigns + Email Studio for Personalized Outreach 

With Salesforce Campaigns, you can manage and track deposit-related marketing efforts across multiple channels. When integrated with Email Studio in Marketing Cloud, you can send personalized email campaigns based on customer engagement data from your CRM. 

Use Example:   

A credit union used Salesforce Campaigns and Email Studio to automate personalized email outreach. By targeting specific member segments, they saw a significant increase in deposits from personalized email offers. 

4. Salesforce CRM + Advertising Studio for Cross-Channel Retargeting 

Salesforce CRM paired with Advertising Studio allows you to sync your consumer data with digital ad platforms like Google and Facebook. This lets financial institutions retarget customers who have interacted with deposit-related products or promotions. 

Use Example:   

A community bank used Salesforce CRM data to retarget customers who had shown interest in savings products. By running a cross-channel ad campaign through Advertising Studio, they saw a 30% increase in completed applications for savings accounts. 

5. Salesforce Einstein Analytics + Marketing Cloud for Predictive Insights 

With Salesforce Einstein Analytics, FIs can predict which customers are likely to increase their deposits. When combined with Marketing Cloud, this insight allows you to deliver targeted, AI-driven marketing campaigns that anticipate account holder needs. 

Use Example:   

A regional bank utilized Einstein’s predictive capabilities to identify customers who were ready to increase their deposits. By integrating Einstein insights with Marketing Cloud, they created personalized offers, driving a notable uptick in deposits across targeted segments. 

Tria Prima can offer recommendations on the best one-two punch for your budget. Let’s connect today.