Case Study: How OneWest Bank Automated Personalized Sales Team Communications for Over 60 Sales Reps

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Case Type/Industry: Marketing Automation/Finance & Banking

One West Bank's Financial Freedom’s goal was to develop and execute more than 60 personalized campaigns on behalf of their sales reps consistently without tedious cutting, pasting and list management. With polished, personalized and legal-approved content, only a few marketing users were assigned to manage the entire effort. Processes would need to be developed for automating message personalization, changing the status of prospect and client lists, and routing campaign replies to the right sales rep.

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