Case Study: Mercer Advisors achieves personalized customer engagement with CloudMasonry and Salesforce Marketing Cloud

Mercer Advisors improves customer targeting and journeys with CloudMasonry

Mercer Advisors, a leading national fiduciary wealth-management firm, approached CloudMasonry seeking to revolutionize its customer experience using Salesforce Marketing Cloud. The challenge involved addressing multiple data flaws within their Salesforce CRM platform and integrating it with Marketing Cloud to improve personalization and guidance on opt-in/opt-out functionality.

CloudMasonry initiated a comprehensive data cleanup and created a critical integration between Salesforce CRM and Marketing Cloud. This solution addressed data integrity issues, laid the foundation for strategic decision-making, and enabled targeted communications. The results for Mercer Advisors included the creation of a new customer journey, regained trust in their customer data, and the establishment of a robust analytics and reporting framework to measure the effectiveness of their marketing efforts.

Mercer Advisors