PROPOSAL
Cadence Bank
iFOLIO Marketing Cloud
Cadence Bank (CADE)
Commercial Banking and Financial Services
400 Locations in 9 southern states
Key Priority: Grow Marketing Presence in Attractive Southern Markets
We understand Cadence Bank Marketing Operations priorities.
Drive more Market share in current markets
Engage clients with best in class marketing that is on brand and ready in real time for customer loyalty.
Scale Marketing that communicates the value of Cadence Bank across Lines of Business
Maximize customer cross selling with more robust digital marketing and engagement analytics
Highly Competitive Market Necessitates Best in Class Marketing
Today's customers expect seamless personalized experiences. Meeting and exceeding these expectations can help you build strong, lasting relationships.
The Banking market is competitive. Other Banks offer more omnichannel solutions. To compete effectively CADE needs to engage clients with modern digital marketing.
Invest in Innovation
(Technology and Digital Transformation)
To stay relevant and competitive, investing in the latest technology is crucial to meet modern customer expectations.
iFOLIO Marketing Cloud Solution:
Digital Transformation for Financial Services
iFOLIO Marketing Cloud (Slider)
Make every engagement count. Equip teams with the content and intelligence they need to engage customers and grow loyalty
Included:
Set it and Forget It Sales Enablement
• Agent site for Lines of Business
• Increase brand digital footprint with digital business cards and email signatures
Dynamic Digital Marketing + Analytics
• Personalized Client Marketing Campaigns
• Email, text message, and web
Challenge: Customizing marketing to create and deliver client content quickly across lines of business.
Solution: iFOLIO Real-time custom digital content ready to send clients.Â
Templates Pro enables building in one place and scaling easily across business units.
Modernize - Best in Class Content
Best in class ~ customer experience. Move away from paper.
Scale the same marketing across different business units.
For example:
• Commercial Banking
• Wealth Management
• Private Banking
• Treasury
• SBA
Patented Analytics
Real Time Analytics - Understand client engagement.Â
 Set it and Forget it - Sales User Content
Powerful Results
clients closed higher dollar deals & increased deal volume
more clients engaged with personalized campaigns
more opportunities uncovered with engagement analytics
Average iFOLIO Engagement
Average iFOLIO Open Rates
of Text Messages are read within 10 minutes
iFOLIO Analytics
Scaling
• Getting the right content to the right business units & customers.
• iFOLIO solution scales across business units, no IT Necessary.
• Dedicated content libraries.
• SOC2 Security
Can have templates and content:
- Commercial Banking
- Wealth Management
- Private Banking
- Treasury
- Integrated Community Finance Group
ROI
1. iFOLIO personalized content has increased customer engagement by 40%.
2. Increase conversion rates and sales by 30% through enhanced personalization & targeted marketing - Cases up to 200%.
3. iFOLIO generates on average 52% increase in customer lifetime value.
4. The digital transformation benefits of converting print marketing and receiving customer analytics is a 100% ROI in year 1. Example: An iFOLIO Bank client previously spent $300,000 on print materials that remained in boxes.
5. A strategy for digital transformation is a multi-year process
Pricing
iFOLIO Marketing Cloud
DIGITAL MARKETING AND SALES ENABLEMENT
17 Lines of Business
- Same services as above, for 17 lines of business
"Building digital presence is important for word of mouth, brand, and referrals. We've gone digital with iFOLIO digital business cards, a business page in our LinkedIn profile, and e-sig buttons. It's important as we build our brand and convey to clients we are modern and in touch."
PRESTON MCDONALD
Senior Vice President,Â
Cadence Bank
“Time is money. iFOLIO® speeds my time to a deal with digital mental darts"
RICH RIPLEY
Senior Vice President,Â
Vice President of Business Development,
US Commercial Markets, Equifax
"With a unique digital introduction platform, iFOLIO helps companies transform the ways they present and introduce themselves to potential clients, shortening the road to new business."
HALA MODDELMOG
Former President & CEO,
Metro Atlanta Chamber
iFOLIO is proud to serve more than 5,000 clients, with Millions of live sites, emails & text messages
330+ SaaS Capabilities
Thank You!
iFOLIO is an Atlanta headquartered technology company. The Founder and CEO, Jean Marie Richardson is on Dan Holland’s Cadence Bank Atlanta Advisory Board. iFOLIO has worked with Cadence Bank for 3 years with a small sales enablement license for 9 people on a commercial team. This team provided testimonials using the iFOLIO solution.
This proposal scales your current business unit solution to support more Lines of Business with a friendly simple solution. The Marketing Cloud for Customer Engagement and Digital Marketing Campaigns, Digital Brochures, and Agent Sites for each line of business.Â
iFOLIO is WBENC Certified, SOC-2 Certified, & has 23 awards!
Let's Partner Together!
Rod Correia
Account Executive, iFOLIO
Jean Marie Richardson
CEO, iFOLIO
Salesforce Tower, Suite 1555 | 950 East Paces Ferry Rd, ATL GA 30326