Eaton Vance | Work | Paragon DCX

"DCX are part of the team. We've had such a close working relationship. You've just had this seamless ability to bring in your team and they instantly become part of Eaton Vance, and the face of relationship marketing to our internal clients. And that's been great."

Holly DiCostanz, VP, Director Relationship Marketing at Eaton Vance

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Background

Like many large businesses, Eaton Vance often found it challenging to communicate with their clients and prospects in a way that was relevant, specific and, above all else, personalised.

Eaton Vance has a number of internal staff such as financial advisors who wanted to send their own email content to their audience. Knowing that a marketing automation platform isn’t always best suited for those without marketing technology experience, the business introduced a simple-to-use WYSIWYG editor known as Stensul. This enabled the end-users to create email content, from which the HTML could simply be lifted and shifted into Adobe Campaign for workflow execution to the appropriate audience, saving the business substantial time and energy that could be consumed on other key initiatives.

They had to capture everything they needed to know about every recipient – and make sure everyone across Eaton Vance had access to that insight. Then, they had to ensure that every piece of communication gave the recipient knowledge and insight that was really useful to them - in a format they wanted. And, of course, they had to do all of this efficiently and consistently.

To address all these things, Eaton Vance invested in the marketing tool, Adobe Campaign, which automates marketing communications and builds detailed profiles of clients and prospects. However, it became clear fairly quickly that they weren’t getting all the available benefits from the software.

Thanks to our detailed knowledge of Adobe Campaign and expertise in marketing and technology, they asked DCX to help.