Case Study: Transamerica enhances customer relationships and recruiting with Salesforce Marketing Cloud

Transamerica Financial Network enhances both its company culture and its bottom line with Salesforce

Transamerica Financial Network, part of Transamerica, needed a way to transform CRM for its large field force and deepen relationships with clients, recruits, and advisors. Working with Salesforce Marketing Cloud and other Salesforce products such as Financial Services Cloud, the company aimed to support more personalized engagement, improve recruiting, and modernize how its agents and advisors work.

Salesforce Marketing Cloud helped Transamerica scale 1-to-1 recruitment journeys, while Financial Services Cloud and the broader Salesforce platform unified agents, advisors, and customer data. The company migrated more than 29,000 agents in just 12 weeks, adopted Trailhead companywide, and created a more mobile, connected experience; overall, Salesforce enabled Transamerica to strengthen culture, capture new data, and grow relationships across the business.

Transamerica

John Joseph

Vice President, Managing Director