Case Study: Brinker Capital achieves real-time lead insights and stronger sales alignment with Marketo

Brinker Capital Gains Valuable Lead Insight and Streamlines Event Process with Marketo

Brinker Capital, an investment management firm serving financial advisors and high‑net‑worth clients, faced a marketing challenge: with a database of over 10,000 advisors their legacy system could only send mass email blasts and offered no way to distinguish which prospects were sales‑ready versus needing nurture. They also lacked targeted campaign capabilities, prospect behavior tracking, and integrated reporting to share results with Salesforce, sales teams, and executives.

Brinker implemented Marketo to build targeted, multi‑layered campaigns, score and segment leads, design custom templates, and track web and email behavior. Integrated with Salesforce via Marketo Sales Insight, the solution delivered real‑time lead activity and “interesting moments,” improved alignment between marketing and sales, higher‑quality leads and sales productivity, and automated the national and regional event process from invites through post‑event follow‑up.

Brinker Capital