Strategically optimize budget allocation, increase spend visibility, and reduce risk
Charles Schwab executive in charge of marketing technology
The rapid digitization of Financial Services to create convenience and more touchpoints to match consumer preferences is translating into both risks and opportunities. But at the same time, data is increasing in volume and remains disparate.1 When marketing budgets are trapped in various spreadsheets it’s difficult to quickly shift spend to capitalize on client opportunities. As a result, CMOs struggle to compare the results of campaigns across products and are only able to measure performance at the individual campaign level.
Allocadia provides financial services firms from banking to insurance with real-time visibility into the performance of their marketing investments, and allows marketers to quickly answer where money is being invested, track forecasts vs. plan and report on the impact from initiatives.
A consolidated planning and spend management platform supports greater agility to ensure marketing teams can capitalize on both business and consumer opportunities faster, better rationalize budget trade-offs, and maximize every marketing dollar spent.
Say good bye to manual tracking and gain 100% transparency across all marketing budgets including what’s been forecast, already spent, and remaining in budget including all media spend. This transparency allows your marketing teams to address emerging client, member, or business opportunities faster.
Redirect marketing funds to capitalize on unexpected opportunities and optimize marketing investments with our budget reallocations feature, which includes built-in approval thresholds and workflows.
Measure the impact of marketing activities and adjust plans as necessary.
View investment data by objective, stage in the consumer buyer journey, segment, business unit, product line, persona, and activity type for more agile planning.
During the investment planning stage, you can create various “what-if” scenarios to help you anticipate and prepare for how your team would adapt to upcoming changes to marketing plans and client preferences.
Visualize Impact Before Taking Action
Create “what-if” scenarios and visualize the impact on marketing funnel metrics and the client or buyer journey behavior before taking any action.
Mitigate Risk
Spreadsheets with sensitive budget information can easily be shared even by simply mistyping an email address.
Our security, privacy, and resiliency assurance programs are aligned to international standards including ISO 27002, CSA STAR and NIST, and adheres to your governance policies.
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