Financial Services

Data security. Privacy. Customer trust. Financial services companies must worry about each of these when it comes to a marketing automation strategy. To top it off, you’re also tasked with creating a personalized content experience to engage new customers and upsell existing ones. That’s where our team of experts steps in. We have years of experience and countless financial services marketing automation projects under our belt that have helped our clients decrease attrition and retain long-term customers.

You need technology expertise. We’ve got it in spades. In fact, we’ve completed several projects specifically dedicated to data sensitivity and compliance for financial services companies.

  • Nurture Campaign Strategy Development
  • Unique Data Models (including householding)
  • Buyers Journey Mapping & Content Planning
  • Technology Infrastructure Planning
  • Custom Responsive Landing Page Templates
  • Nurture Campaign Strategy Development
  • CRM Integrations Using the Native functionality: SFDC, MS Dynamics, Oracle Sales Cloud
  • Custom SFTP Integrations

Industry Resources

Case Studies

Meet the Team

Tegrita’s Amazing Expertise for Financial Services

Marketing Automation Implementation

Proper training and implementation are essential to using Oracle Eloqua, Responsys and Hubspot to their fullest potentials. In fact, it’s so important that experts advise marketers to join forces with a seasoned partner to help them setup and execute this technology. Our team of consultants offer just that: experience, knowledge, and authority to aide your complete implementation, starting with revenue-generating programs. Our implementation methodology focuses on use cases and thorough training to infuse confidence into your team and ensures successful use of the product. Our average implementation is 4 to 6 weeks.

Technology Integrations With Oracle Eloqua

Your marketing automation is dead in the water without the right data. Different data sets live in multiple systems. We’ll analyze whether integrating all this data is worth your time and money. If it is, we’ll determine how the integration will work, whether through a pre-built connecter, out-of-the-box apps, or compatible webhooks. Then we’ll carry out the plan. Whatever integration you need -Native CRM integrations, Flat file integration over SFTP, Custom API Integrations, API AWS Integrations (Including KORE), and Middleware solutions (including PutItForward), we can help.

Nurture Campaign Planning, Targeting, And Personalization

Nurture campaigns created on the fly almost always flop! However, some thoughtful, data-driven strategy goes a long way. When you say “Yes!”to our Nurture Campaign Strategy Development, we prioritize nailing down a business objective, defining the buyer, and identifying key pain points. Next, we outline just what information your prospect will need to like you, trust you, and buy from you. Since timely and relevant communications throughout the customer journey are key to conversion, we spend time honing a multi-channel workflow that your prospects won’t be able to resist!

Custom Reports & Dashboards in Oracle Eloqua Insight

You love that Eloqua Insight gives you out-of-the-box reports and dashboards to help you monitor the performance of your marketing programs. We love that we can help you get the most out of the tool by creating custom reports and dashboards specific to your business needs. You tell us about your KPIs and how you’d like to use your data, and we’ll design the best way to present this information. We’ll build the reports, train you how to use them, and schedule them to be automatically delivered to your inbox. You’ll discover issues, locate anomalies, and uncover data related to your KPIs to help mold your business decisions.

Healthchecks, Audits, & Monitoring

You want to get the most value from your technology. Obviously! We understand that it can be a challenge to know what to prioritize to make that happen. Tap into our preventative maintenance program! We help you by proactively monitoring all critical processes (tracking, deliverability, compliance, automation, lead management, integration, data quality, etc.,) and identify and resolve issues quickly. Our Health Check and Success Audit can determine how your instance measures up to best practices. Our experts analyze your marketing technology and campaign performance to provide a set of quick wins you can implement, taking into account your team size and skill level. You’ll drive more revenue in less time and get the most out of your technology.

Content Inventory, Audit, And Planning

Your content can be dead on arrival if you don’t pinpoint its purpose. Our interactive Content Inventory, Audit, and Planning Workshop will help bring your content strategy to life. The workshop starts with cataloguing all your content — its purpose, audience, medium, location, and stage of the buyer’s journey. Next, we’ll conduct a review and analysis of this content repository. The recommendations that result from this audit form the basis of your content plan. Let’s work together to create a roadmap for repurposing the old and creating the new so that you can hone in on the most impactful and meaningful parts of your content strategy

What Our Clients Are Saying

Oracle Eloqua is sold under the premise that marketing people can implement and maintain the system. That being said, a knowledgeable and technology-savvy partner is required for a successful implementation. We found Tegrita to be that knowledgeable and [technology] savvy partner. We use Tegrita for assistance with ongoing technological assistance as well as help with thought leadership and best practices.

John HynekDatabase Marketing Manager, United Federal Credit Union

“The Tegrita consulting team was very instrumental with helping Congressional Federal Credit Union implement Eloqua during the Smart Start phase. In the finance industry, we capture an abundance of data that can often be quite complex. With Tegrita’s help, we were able to navigate, simplify and extract essential data to effectively develop robust campaigns. The team was patient and flexible during the entire process. The CEO even provided me with a personal one-on-one training session on Mother’s Day! From personal in-house training to providing actionable solutions, I highly recommend using Tegrita for your implementation.”

Phoenix PhimmaseneMarketing Manager, Congressional Federal Credit Union

“Tegrita made our implementation of Eloqua feel Simple. At the time our organization was going through a CRM and Marketing Automation transition. The entire Tegrita team brought clarity to a project that initially felt very complex. Their team delivered on all our implementation goals and helped us hit our critical deadlines. In addition to helping enabling our business with Eloqua, they also provided mentorship that has enabled and empowered our marketing team. Whether it is an implementation of Eloqua or leveraging the team to advance your use of Eloqua, Tegrita is highly recommended.”

Mick WarnerManager, Marketing Enablement, Softchoice

“I have worked on many software implementation projects. It is very rare to have a team that is so pleasant to work with and so in tune with our company. I knew Tegrita was invested in our success. They took the time to learn about our business, our challenges, our goals, and the steps we hoped to take to get there. We will come back to them again when we are ready to move to the next step, because they have truly given us a ‘SmartStart.’”

Michelle TackaberyDirector of Marketing, Accelogix

“Working with Tegrita was essential to the success of the implementation of Eloqua at SUNY Plattsburgh. Tegrita’s team was with us from day one, educating us on best practices. Not only were we able to launch two robust campaigns by the end of our SmartStart contract, but we are now able to use the tool ourselves, thanks to their coaching. I recommend that any company or business looking to implement Eloqua as part of their communication strategy partner with Tegrita first.”

Catherine Keleher, Director of Marketing, SUNY Plattsburgh

The Tegrita team helped us get up and running on Eloqua in just three weeks. The implementation process could not have been smoother – the team was extremely organized, highly skilled, and fun to work with. We had a very aggressive timeline and I had complete confidence that partnering with Tegrita would allow us [to] meet to our goals. The team went beyond just implementing software – they helped us strategize, shared best practices, and took the time to truly understand our business. I’m excited to have Tegrita as a long-term partner of Fuze.

Emily KetchumSr. Manager, Global Marketing Operations, Fuze

“Tegrita has been an integral part of our success in the implementation and deployment of Eloqua for our three different multi-tenant franchisee companies. Without them, I don’t think we would have been able to get up and running as quickly as we did. Tegrita took the time to understand our business model and knew we could not have the same type of implementation as other companies. By delving deep into our business processes, we were able to launch and feel safe that the security needed was in place to protect our franchisees. We have a small number of people working in Eloqua and Tegrita serves as an extension of our team. In addition, I really like that they know what others are doing and best practices, so they guide as to what we should be doing within Automated Marketing. The whole team at Tegrita is GREAT!”

Meribeth GunnPresident, Summit Marketing Communications

“It’s been my experience that many web-based software as a service tools can lull customers into a false sense of reality on ease of implementation by how quickly your instance can be provisioned/“turned-on”. Sure, most are designed to be reasonably user friendly but if you want to get the full value out of your system investment the best thing you can do for your team is to hire an implementation partner like Tegrita. We could not be more pleased with their depth of knowledge and invaluable practical experience. There are many ways to do things in Eloqua but there is always a “better or best” way and you won’t know it unless you have an ace in the hole. Tegrita has saved us countless hours and increased my team’s job satisfaction because they have been able to learn from the best rather than beating their head against a wall trying to use a help menu.”

Nicole M CumorichVice President, Sg2

“We love working with the team at Tegrita. They are not only reliable partners but everyday lifesavers. Look no further if you want flawless Eloqua implementation, automation best practices and a team extension you can trust when the unexpected happens. They consistently deliver high quality and go above and beyond, anticipating what is best at every single step. Did I mention they’re fun to work with?”

Julie CandelonMarketing and Demand Generation Director, Certain

“The Florida Panthers engaged Jesse Nobbe and the Tegrita team to build a program that tied specific sales initiatives to their corresponding Eloqua Marketing activities and subsequently pushed these activities into round-robined Salesforce opportunities. We no longer have leads that sit idle and have complete color on our e-marketing efforts! If you have a Marketing Automation problem, Tegrita can solve it. Highly Recommend!”

Bill ClarkDirector, CRM & Database Strategy, Florida Panthers

“Our company only has two staff members managing email/automation and really needed consultants to help us with more advanced tasks and projects. Tegrita was recommended to us by Oracle and has been a tremendous help. Their staff is knowledgeable in every aspect of Eloqua and could easily troubleshoot things that Oracle support could not. They’ve helped us simplify our automation and taught us how to tackle projects from a more straightforward path, thus reducing the number of problems that could potentially happen.”

Joanne NgoDigital Marketing Specialist, Online Trading Academy

“Our company built out new marketing and sales teams, purchased and instrumented all of their tools, and designed and built our actual product —all in one quarter, at the exact same time. One of the silver linings was that we worked with a lot of vendors and processes, so it’s easy to directly compare them.”

Jonathan CowperthwaitHead of Marketing, NPM, Inc.

“Partnering with Tegrita was a great decision for AV Homes and our implementation of Eloqua! I really cannot imagine having implemented Eloqua without their support. They helped manage all the details of the initial implementation, which allowed us to meet our aggressive “go live” timeline. Key to our success was Tegrita’s expertise in integrating Eloqua with our CRM system. Tegrita even provided emergency support on weekends and holidays, and they continue to provide ongoing support as needed, always working within our budget and timeline.”

Therese SmithCRM Manager, AV Homes

“Tegrita has been providing our organization with marketing automation services and support for more than 4 years. Tegrita ensures that our business requirements are translated seamlessly into our automation platform; and that each project is completed efficiently, with quality, and on budget. It has been a joy to work with Tegrita. We recommend them highly.”

Angela DavisMarketing Manager, VIAVI Solutions Inc.

“We gained the confidence of our executive team as we mastered Eloqua with Tegrita supporting our efforts. Without their support, this would have been another failed initiative. I would gladly trade off line items in my marketing budget to have their assistance every year!”

Cindy Smith-RudyEVP, Chief Marketing and Resource Officer, First Advantage Bank

“This experience with Tegrita was truly a partnership. Staying focused on the strategic objectives and outcomes we needed to deliver with the Eloqua implementation, they looked at all aspects of the configuration and integration with our CRM to ensure nothing was overlooked. Their responsiveness and support significantly reduced our implementation time, while also helping quickly build my knowledge of Eloqua.”

Erik Szymanski IS Support & Demand Generation Specialist, Root Inc.

“Having Tegrita as an implementation partner allowed us to implement Eloqua quickly and efficiently while leveraging marketing automation best practices. And that eliminated significant risk. Now that we are live, we are able to leverage Tegrita as an expert support resource that understands our environment and ensures that our ongoing campaigns are as effective as possible.”

Eric TejedaDirector of Marketing, PossibleNOW

“The Tegrita team are true experts in marketing automation. We had an incredibly fast implementation goal, complex requirements, and very high expectations and Tegrita partnered with us through the entire process. Their knowledge and availability was outstanding, I’d highly recommend them.”

Ryan SchwartzSr. Director of Marketing Technology & Strategy, MongoDB Inc

“Implementing Eloqua can be an overwhelming process, especially if you are integrating it with your CRM. There is no way I could have done it without Tegrita. Eloqua is a powerful tool, but to begin leveraging it successfully for our marketing strategies it required time, resources and expertise that I did not have. I needed a partner who could collaborate with me to tailor Eloqua to the needs of my company. The Tegrita team really went above and beyond to support me, answering emails and calls “after hours” to make sure I was meeting my deadlines. They laid out an implementation plan, complete with goals, milestones and deadlines to make sure we stayed on track. Moreover, they were fun to work with and that makes all the difference when taking on a complex work project.”

Lindsay BodkinDirector of Marketing and Public Relations, Green Mountain Technology

“It was clear that we needed consultation and support from a firm that had first-hand experience with Eloqua, the implementation process, and the technical intricacies of the system. As former members of the Eloqua professional services team, Tegrita was the clear choice. Tegrita partnered with us to organize and prioritize our needs, develop a step-by-step game plan, and lead the technical configuration of our new Eloqua account. Along the way, they instilled in us the concept of proven practices, rather than best practices, and helped us to identify the best use of the digital marketing tools that were now available to us.”

Eric Nolan Sr. Manager of Marketing, sightlines

“The Tegrita team was instrumental in helping Intellitek Systems achieve our very tight Eloqua implementation timeline. As a software company ourselves, we understand quick ROI on technology investments is paramount to overall project success, and Tegrita enabled us to launch our first campaign in Eloqua right on schedule. The one-on-one consulting sessions were also especially helpful, and helped us identify deficiencies that might have otherwise been overlooked. I highly recommend the Tegrita team!”

Matthew May Chief Project Engineer, Intellitek Systems

“I’ve had the pleasure to work with the Tegrita team since April, 2017, helping us implement the Eloqua tool at Midmark Corporation. The Tegrita team has provided us with exceptional support for our implementation, helping us understand how we can best maximize our success by providing recommendations customizable to our business size.”

Amanda BalesDigital Marketing Manager & Marketing GPO, Midmark