Fidelity Bank of Louisiana

Driving Efficiency and Personalization for Fidelity Bank with Salesforce Marketing Cloud

Challenge: Fidelity Bank needed to streamline data workflows and automate time-intensive email campaigns while preparing for scalable customer engagement.

Solution: Engage Evolution implemented Salesforce Marketing Cloud automation, developed SQL-driven segmentation, and provided strategic guidance for campaign optimization.

Results: Automated workflows reduced manual effort, saving hours weekly and enabling the team to focus on strategy.

Efficiency Gains: Enhanced data accuracy and reduced campaign execution times by 40%.

Client Feedback: “Engage Evolution has been crucial in helping us market to customers effectively and efficiently. We look forward to continuing this partnership.” — Angie Palmer, Fidelity Bank

Scalability: The foundation laid by Engage Evolution prepared Fidelity Bank for future growth and advanced customer engagement strategies.

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Case Study: Fidelity Bank

Overview

Fidelity Bank partnered with Engage Evolution to improve its digital communication strategy using Salesforce Marketing Cloud (SFMC). The project focused on streamlining email automation, enhancing data workflows, and building strong foundations for future scalability.

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Case Study: Fidelity Bank

Challenges

Fidelity Bank faced several key challenges:

1. Data Integration Complexities: Manual processes for managing and segmenting customer data slowed operations.

2. Time-Consuming Campaign Execution: Inefficient workflows made it difficult to scale communication efforts.

3. Scalability: Existing systems lacked flexibility to adapt to future needs.

Solutions Provided

1. Enhanced Data Processes:

• Developed SQL-based workflows for real-time customer segmentation.

• Automated processes to ensure consistent and accurate data for campaigns.

2. Automation Optimization:

• Implemented automated email journeys, including a Birthday Email Campaign, to deliver personalized communication at scale.

• Enhanced reporting capabilities, enabling better campaign insights.

3. Strategic Consultation:

• Delivered actionable recommendations for best practices in email deliverability and engagement.

• Provided training to empower the Fidelity team to manage automations effectively.

Results

1. Efficiency Gains: Automated workflows reduced manual effort, saving hours weekly and enabling the team to focus on strategic tasks.

2. Improved Campaign Performance: Personalization in automated journeys led to increased open and click-through rates.

3. Strong Foundations for Scalability: Prepared Fidelity Bank for future enhancements in customer engagement.

Client Feedback

From the client survey:

• “Aaron and Kelly are both very knowledgeable and great to work with. The experience has been great so far, and we’re looking forward to continuing the partnership.” – Edwin Allen, Fidelity Bank

• “Engage Evolution has been crucial in connecting us with our customers in new ways. We’ve saved time and been able to market more effectively.” – Angie Palmer, Fidelity Bank

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