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Engage your customers across the entire customer lifecycle.

They are banking on it.

As a finance marketer, you are faced with unique challenges due to the rules and regulations of your industry. But with Marigold’s solutions, you can work with these restrictions to get a better understanding of who your customers are, and when and how to engage with them. Offer personalised experiences that drive long-term revenue growth.

Leading brands trust Marigold to acquire new customers, deliver cross-channel messages, and cultivate lasting loyalty

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How Alliant Credit Union acquired new members through a Marigold-powered member referral campaign

Focusing on lead generation and new memberships, Alliant decided to implement a membership referral contest as one of the initiatives used to reach their growth goal.

Learn how Marigold enabled Alliant to create a member referral process that Alliant used to generate:
7,500 new prospects
150 new members

Make people feel seen, not sold to

Marigold’s Relationship Marketing solutions – cross-channel messaging, loyalty, data acquisition, and dynamic content – are designed to help banks create lasting relationships with their customers.

With Marigold, you can meet your customers in the moments that matter most while managing their data and privacy in a compliant manner.

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You're in good company

But don't just take our word for it.

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“This operation is a real success for us, and it is always a pleasure to work across the board with all our departments! Thanks to the Marigold Team, for their support in launching this type of programme!”

Deborah Lehmann
Project Manager Client Marketing,
AXA Direct France

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“In just a four-week campaign, our members referred over 7,000 new prospects and we added 150 new members. Marigold allowed us to utilise key tracking capabilities which we are now leveraging for other lead generation campaigns.”

Maggie Tomasek 
Manager of Marketing Special Projects 
Alliant

Content for you

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REPORT
Relationship Marketing Trends: FinServ Brand Rankings
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GUIDE
Optimising the Offer: A Financial Services Guide

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GUIDE
Email Marketing for Financial Services
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REPORT
2025 Consumer Trends Index

Connect with an expert
and watch your business bloom.

Build a relationship marketing strategy with an industry-compliant partner.

Engage with your customers across the entire customer lifecycle while adhering to privacy and security regulations.

Communicate with your customers using new channels based on their preferences.

Gather more information about your members and enrich customer profiles with zero- and first-party data.

Rely on Marigold’s local professional and strategic services team with an average experience of 14+ yrs in this ever-evolving sector.

Engage with younger generations using their preferred methods of communication – whether it's email, SMS, or mobile.