Plancorp: Confidently marketing wealth management through email signatures

Plancorp’s main challenge was ensuring that, as part of their email signature marketing strategy, recipients – particularly clients and prospects – received the most relevant email marketing banners based on their profiles, past interactions, and customer journey stage. This required precise segmentation and targeting – focused on recipients rather than senders – combined with effective CRM integration. 

Plancorp operates within a Microsoft 365 email environment. Prior to switching to Rocketseed, they used a competitor’s solution, but the original setup team had left, leaving no clear understanding of the system or how to implement the necessary banner campaign targeting.

By switching to Rocketseed for Microsoft 365, Plancorp was able to build a seamless integration with their CRM, with their team fully understanding the setup and confidently able to make campaign adjustments as needed.

Beyond simplifying the CRM integration process, Rocketseed’s clear and intuitive interface makes it easy to manage campaigns. Using recipient segmentation and targeting rules, Plancorp now delivers tailored banners to client and prospect audiences, who in turn can click through to the content that best meets their needs. 

All banners are consistently designed with colorways, fonts and imagery to reinforce Plancorp’s brand image. Specific banner messaging includes:

For clients: Plancorp’s client-targeted banners share helpful content, such as finance-related travel tips during the holiday season, as well as cross-sell messages – like recommended investment strategies to help clients invest for their children’s future – always featuring a clear CTA button so clients can easily click-through to the content they need.

For prospects: An example banner applied to emails to potential customers, offers a comprehensive free guide – downloadable simply by clicking the CTA button of the banner – containing all the information they need to help them choose a financial advisor to best meet their needs. 

The seamless integration with Plancorp’s CRM and Microsoft profiles made the transition to Rocketseed an easy decision. Many of the manual adjustments previously required with their former vendor are now automated, making signature updates smoother for both the marketing team and the company’s employees. The team can now trust that clients see client-facing banner campaigns, prospects see prospect-facing ones, and the system runs smoothly without requiring constant oversight – it just does what it’s supposed to do and doesn’t cause any headaches!