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Financial Services

Industry Marketing

Oracle Marketing Cloud for Financial Services

Personalize Financial Brand Engagement to Attract Agents, Advisors, and Clients

Financial services marketing must balance multiple priorities of attracting top advisors, growing the client base, and controlling costs. Modern Marketers in financial services are personalizing messages, gaining market share by providing superior brand content, and assisting in efficiently satisfying regulatory requirements.
Deploy solutions that speak the language of financial services.
Take advantage of marketing expertise and award-winning technology for cross-channel, content, and social marketing with data management and activation. Solutions include asset management and wealth management.
Deliver content in context by reading Digital Body Language.
Create and send highly personalized communications. Segment content by target interests and brand it according to the relationship. Use social, profile, and website data to send automated communications for immediate engagement when target audiences are most interested.
Automate and integrate to personalize and optimize.
Attract a steady stream of new business to boost revenue. Achieve 1:1 personalization by truly knowing advisors and clients. Increase engagement with integrated content marketing personalized by persona.
Launch campaigns faster with blueprint templates.
Use a gallery of prebuilt best practice templates to launch email campaigns fast. Just insert your images, logos, and copy. You also get examples for each campaign to help you brainstorm your copy.
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Best Practices in Social Listening

To meet collaborative and transparent demands of Financial Services and Insurance industry clients, firms must work to develop an involved community that’s loyal to them.



Campaign Templates

Using prebuilt financial services blueprint templates to launch campaigns in days not weeks.
  • Take advantage of emails and landing pages based on best practices developed by financial industry marketing experts.
  • Wealth Management templates for Advisor Recruitment, Digital and Live Events, Demand Generation, Dynamic Content Newsletter, and Welcome Campaigns.
  • Asset Management templates for Meet your Wholesaler, Advisor Newsletter, Advisor Ramp Up – Education Series, Advisor Book of Business Series, and Trends & Market Updates.


Aligning financial services audience interests with the information they require.
  • Automatically create and manage comprehensive activity profiles for any individual that visits your website, receives an email, or gets uploaded to your database. 
  • Summarize a wealth of behavioral data in multiple ways according to the audience.
  • Deliver specific campaigns based on profiles and common behaviors. 
  • Track responses to specific campaigns and align interests to content.

Analytics and Dashboards

Putting powerful reporting and website analytics at a marketer’s fingertips.
  • Take advantage of reports and dashboards, web analytics, campaign performance, and email revenue calculator.
  • Share valuable information on easy-to-understand dashboards that quickly assess the impact of marketing efforts.
  • Track how financial services marketing efforts are driving engagement and ultimately revenue.
  • Produce high-level dashboards and drill into specific details by campaign.


Personalizing financial services communications with tailored messages across channels.
  • Send relevant messages across email, web, mobile, display, and social.
  • Deliver content in context to increase engagement at all stages.
  • Develop an authentic 1:1 relationship that turns prospects into customers.
  • Nurture with a steady stream of personalized communications.
  • Attract prospects while cultivating long-term loyalty and revenue.

Data Management and Activation

Applying powerful data taxonomies specifically tailored to target prospects and customers.
  • Connect first-party data you’ve collected, second-party or partner shared data, and third-party data gleaned from external providers on a data management platform (DMP).
  • Unify data sets with enterprise data from sales transactions, CRM, and commerce systems.
  • Activate your data to support your campaigns for dramatic improvements in relevance and value across every channel and touch point.

Modern Marketing Success

Achieving successful financial services marketing implementation and rapid time to value.
  • Use our innovative methodology that accelerates the success of your implementation.
  • Ensure synchronization with your CRM database, forms and tracking are on, and your segmentation and prioritization are up and running.
  • Rely on a team of knowledgeable experts in marketing, technology, implementation, data management, and campaigns.
  • Expand your understanding of marketing best practices and more with education and certification programs.
  • Join our Topliners community to collaborate online with thousands of Modern Marketers.
  • Connect in person to share best practices at Modern Marketing conferences and local events.



Introducing Marketing Automation

Financial services and insurance marketing organizations face unique challenges as they face digital change.

White Paper

Building Your Book of Business

The right tools can help wealth management advisors use client data effectively and build their book of business efficiently. That begins with marketing cloud technology.


Spreading the Word in a Digital Age

There’s a change in thinking happening. Learn eight key reasons why marketing automation makes sense for financial services and insurance companies.

  • Guide

    The Do's and Don'ts of Compliance

    Finding Creative but Compliant Modern Marketing Solutions for Wealth Management Advisors

  • White Paper

    Four Perspectives That Help Build Business Advantage

    Many financial services marketing teams are stuck in an old paradigm when it comes to data insights. It’s time to start delivering revenue growth using the right data and processes.

  • Guide

    Powering Marketing Transformation

    You want to be a Modern Marketer. But how do you go about it? Learn the five tenets of Modern Marketing: targeting, engagement, conversion, analysis, and marketing technology.

  • Guide

    Creating Agility and Velocity

    The financial services and insurance industries want to acquire new customers, improve their bottom line, and address strict regulations. Marketing automation helps them do all this.

  • Guide

    Investing in the Customer Lifecycle

    Digital marketing tools help financial services companies win by automating the customer onboarding process and optimizing online engagement initiatives for significant cost savings.

  • White Paper

    Extending Your Brand and Building Influence

    It’s a new era of wealth management. Ten best practices woven together can help you establish and promote your personal brand using marketing cloud technology.

  • Guide

    Making Momentum Happen

    Due to regulations and channels, new technologies adopt slowly in financial services and insurance. But buying behaviors are changing and so are ways of viewing marketing effectiveness.

  • White Paper

    Introducing Marketing Automation for Finance

    Introducing marketing automation into your organization means initiating change. To achieve success, financial services and insurance organizations need to rely on lessons learned.

  • Datasheets

    Asset Management

    Asset management firms require a solution that enables a multi-touch, one-on-one connection with their clients. For mutual fund wholesalers, institutional asset managers, and marketers.

  • Datasheets

    Wealth Management

    Differentiate a firm’s brand to advisors and clients, recruit additional advisor capacity, and enable advisors to achieve success by supporting a personalized communications strategy.



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