Case Study: a US-based financial services education company streamlines campaign execution with BDO Digital

US-based Financial Services Education Company saves an hour per employee daily with BDO

The customer, a US-based financial services education company, faced a complex and manual campaign process in Eloqua, managing daily emails for over 60 affiliates. This was error-prone, delayed by staff absences, and lacked automated reporting. They engaged BDO Digital's Campaign Execution Services to take over and optimize the operation.

BDO Digital implemented a batching solution using multiple Eloqua canvases and integrated with Sure Shot's Message Orchestration platform. This allowed campaigns to be built a week in advance, drastically cutting production time and enabling proper QA. The results included fewer errors, proactive campaign management, and automated, granular reporting. BDO Digital's work saved the organization an hour per employee per day and delivered comprehensive documentation for the client to become self-sufficient.