Case study: Pando Total Ecomonic Impact

A financial services company recognized a gap within their organization – their corporate marketing team and financial advisors were not able to collaborate efficiently to produce marketing collateral. The Pando Platform Implementation Team met with the financial services marketing team to discuss a possible solution that would not only streamline the company’s approval workflows, but also enhance collaboration between the corporate marketing team for brand compliance, the financial services marketing team for marketing campaign authority, and the financial advisors.

 Learn more about the challenges experienced, solution proposed, and results in the Pando TEI case study.


In this document you will read about:

  • A financial organization identifying a need for marketing automation within their organization
  • The collaborative effort between Pageflex and the financial organization to bring about a positive result in marketing team throughput and sales enablement of end users 

Complete the form to the right to access the case study.