Case Study: Scotia Wealth Management achieves centralized personalized communications and significant efficiency gains with itracMarketer

Scotia Wealth Management - Customer Case Study

Scotia Wealth Management, which provides team-based private banking and investment services, needed a way to manage and distribute approved digital content consistently across relationship managers and regions while preserving personalized local engagement. itracMarketer has worked with Scotia Wealth to manage digital content distribution using its Enterprise Email Marketing Management capabilities, including centralized email deployment, content sharing, account hierarchy, role management, personalization/dynamic content and analytics.

itracMarketer implemented centralized communication deployment, account and role management, content sharing and tiered roll-up/drill-down reporting plus personalization and analytics to support local customization. The solution delivered significant productivity and efficiency gains while maintaining personalized local communications; performance metrics across channel, device and time-of-day improved content-value insights, and accumulated customer marketing profiles have positioned Scotia Wealth Management to advance its content marketing.

Scotia Wealth Management