Case Study: Formuesforvaltning achieves 250% conversion increase and qualified leads with Salesforce Pardot

Formuesforvaltning Empowers Advisors with Marketing Insights & Qualified Leads

Formuesforvaltning is a Scandinavian wealth management firm (founded 2000) managing $10B in client assets across Norway, Sweden and London with 20 local branches serving high‑net‑worth individuals, families and institutions. Facing siloed systems and no 360° customer view, the firm wanted to scale from boutique status to a leading brand, become more data‑driven and lower the barrier for prospects to signal interest.

By implementing Salesforce Pardot they automated lead capture and handoffs, engaged prospects at the moment of interest, and personalized communications using integrated CRM insights from first click to client. The result: a 250% increase in conversion rates, a 130% boost in inbound marketing effectiveness and reach, and a 100% rise in digital requests — enabling one connected platform for advisors and marketers.

Formuesforvaltning

Carl Sjöström

Chief Marketing Officer