It’s time your data delivered the experience your customers expect
Don’t let disconnected systems slow your growth
Financial services institutions are sitting on a goldmine of customer data, and customers are ready for more personalised, proactive service. But instead of enabling better experiences, that data is often siloed, underused, or trapped in systems that do not speak to each other. When systems are disconnected, teams are forced to rely on manual processes, which slows their ability to respond to customer needs.
That’s where we come in
At Double H Marketing, we work with financial services businesses to turn fragmented data into connected, customer first experiences. Using Salesforce, particularly Marketing Cloud and its ecosystem, we help you deliver faster, smarter, and more secure engagement that builds trust and drives loyalty.
What we deliver
Strategy and roadmap design
Before you hit send on your next journey, we help you step back and define the strategy that makes it work. We work with CX, marketing, and digital teams to:
- Unpack the customer lifecycle and map opportunities
- Identify high value use cases for data driven personalisation
- Create scalable frameworks for lifecycle marketing and service journeys
- We bridge the gap between technology capability and customer impact
Marketing Cloud implementation and optimisation
We make sure Marketing Cloud is not just connected but activated to maximise impact. We’ll support you to:
- Audit your current setup and surface gaps or inefficiencies
- Reconfigure data models, segmentation, or journey structure to better reflect customer needs
- Design and build journeys across email, SMS, push, and ad channels aligned to key moments
- Leverage real time data and decisioning to improve timing and relevance
Automation that reduces manual load
Financial service reps are under pressure. We help you relieve it, freeing up your team to focus on where humans matter most such as advice, empathy, and trust. We can help you to:
- Identify opportunities to remove handoffs and reduce repetition
- Use Marketing and AI tools to automate comms and simple servicing tasks
- Build logic and triggers around major customer milestones such as renewals, financial goals or life events
Data trust, compliance and governance support
We help you build and maintain data strategies that meet security and compliance expectations. To help you find the right balance between personalisation and trust, we’ll:
- Work with your teams to align marketing use cases with data governance best practice
- Ensure only the right data is used in the right places with transparent customer value
- Design permission based frameworks for personalisation, AI, and journey decisioning
- Partner with IT, risk, and legal to help you move forward confidently
Ready to turn strategy into action?
Let’s map the moments that matter and build the journeys that move the needle.
The opportunity in front of you
The second edition of the Salesforce Connected Financial Services Report highlights the opportunity for Australian financial services businesses to stand out through a differentiated customer experience, powered by Marketing Cloud.
- Only 15% percent of consumers say they receive actionable insights that improve their financial health
- 56% feel their institution does not anticipate their needs
- Nearly half are forced to repeat themselves across channels
- 46% would stay loyal, even if prices go up, for great customer experience
- 84% of consumers say they will leave if their data is mishandled.
Let us help you become the provider they want to stick with.
Here to helpLet us close the gap between customer expectations and experience
Whether you’re just starting with Marketing Cloud or want to take your journeys to the next level, we are ready when you are.
