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Get the Guide 

RFP Guide for Financial Services

Are you reevaluating your current email service provider?

Financial services marketers need a robust marketing platform that facilitates growth, drives revenue, and allows for innovative ways to reach existing and new clients.

Because in a world where millions of companies are vying for customer attention, the ones that consistently and continuously stand out are those that extend a hand - and communicate with (rather than at) customers.

To help you find the technology that’s right for you, we’ve created an informative guide, which:

Outlines key considerations, such as which data privacy standards your business needs to comply with.

Accurately assesses what level of services and support your team will need from your vendor.

Gives insight that every financial services marketer should know before developing an RFP.

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Marigold, the Holistic Solution for Relationship Marketing

We bring together deep expertise across email, SMS, loyalty programs, zero-party data acquisition, and beyond. 

The Marigold portfolio unites the power of  Campaign Monitor, Cheetah Digital, Emma, Sailthru, Selligent, and Vuture to deliver exceptional results for marketers under one banner. 

Our mission is simple: we help you find your people, get to know them, and make them superfans. Because that’s what relationship marketing is all about.