From implementations and migrations to audits and late stage strategy, Finomation helps you get more out of your marketing automation toolset. We support the Banking & Financial Services industries by leveraging our unparalleled vertical experience and tribal knowledge of market leading ESP's. Our consulting and advisory services provide strategies and efficiencies that allow you and your team to move efforts upstream and focus on a customer centric experience that drives more revenue.
See how Finomation helped Schroders achieve their marketing automation goals
Platform expertise
Marketing Automation Strategy & Execution Empowered by Data & Technology
Qualified & Quantified by Reporting
Clients
What sets us apart?
Vertical Expertise
Our broad customer base in the Banking and Financial Services industries allows us to compound our expertise at an exponential rate. From global rules & regulations to revenue driving activities, we've seen it all.
Strategy
We help you develop and enhance your marketing automation strategy through better use of your data, technologies, processes, and reports. Stop working within the assumed confines of your tech stack and let strategy dictate the future.
Reporting
You've been driving revenue for years but we'll help you prove it...
Qualify and Quantify your efforts to solidify your seat at the table.
Services
At it's heart, Finomation works with various Banks & Financial Services firms to help them connect with their customers more effectively. We provide support at any level of involvement tailored to each client's specific needs.
We turn your business requirements into technology solutions.
Our process typically includes but is not limited to:
DISCOVERY
Discovery sessions, interviews, platform & process audits, data review and more helps us work together to develop a well defined plan of action.
DESIGN
In the Design Phase, we use that information we've gathered to create a thorough strategy and provide a recommendation & plan of engagement.
IMPLEMENTATION
In the Implementation Phase, technology is updated, assets can be created, processes are updated and we deliver your solution for success.
USER ACCEPTANCE TESTING
In User Acceptance Testing (or UAT) - we work through the solution with you to confirm all deliverables were met or exceeded and that any bugs or changes are addressed.
GO LIVE
It's time to see results. Processes & technology are enabled and tangible results are tracked.
POST GO LIVE SUPPORT
While it is our goal to help you become self-sufficient, we offer the ability to refine and continue support. We can create iterations and improvement based on the real time results and data received for the remainder of the project or contract.
