Case Study: Calamos achieves higher advisor engagement and personalized outreach with Salesforce Marketing Cloud

Calamos Investments arms its financial advisors with the best information by sending personalized messages across the digital experience

Calamos Investments provides financial advisors with an online portal of fund information, white papers, blog posts, and videos, but faced the challenge of keeping advisors continually engaged by delivering relevant, timely information on a 1-to-1 level. The team needed to customize the user experience so advisors would return and trust Calamos as their go‑to resource.

Calamos implemented Salesforce Marketing Cloud with Personalization Builder and Predictive Intelligence to serve real‑time content recommendations based on firm, similar users, and individual browsing behavior, and extended those insights into targeted email journeys (including a four‑email welcome series and abandoned‑browse campaigns). The result: average page views rose by double digits, time on page increased to six minutes (two minutes above industry standard), and fund pages now account for 65% of the site’s most popular content.

Calamos

Chris Howard

VP of Digital Marketing and Design