Julia_Brocato

Hey Christina! Financial Services compliance is a real bear, isn't it?! I used to work for an independent BD and our compliance of public facing assets went through a global relay product that in no way was integrated with Marketo. So everything was pretty manual. First, during our on-boarding we had our implementation manager set up a BCC so that every email we sent was also sent to a compliance email box, so we had a record of everything we ever sent that could be recalled. Although this isn't ideal, it's what we were able to accomplish with limited engineering support. Then for every email we sent out, we were given a compliance approval number, that I added the footer of every email so if a compliance team member ever asked for the approval I could reference the right record in their system. These numbers were long and ugly, so I usually made the text very small and the color the exact same as the background (like white on white) so it was more or less invisible to the end user. Or you could use HTML ( e.g. <!-- approval info here -->)to comment out the approval number, date, etc. The commenting out would also be helpful if you're using Marketo LPs. Next, for disclosures, where the language ALWAYS stays the same (like your broker/dealer disclosure or paragraphs of variable annuity disclosures) we put all of those into snippets and then pulled them in where ever they were needed. That way if they changed say annually, we could update them in once place and have them propagate everywhere. You might also consider using tokens for this purpose as well. Finally, we used dates in our program naming convention, and those dates were the approval dates of any materials, so that we knew with by the same time the following year, the content would no longer be valid. Anyway, if you have other specific questions feel free to ask! We were a small B/D with limited resources, so some of this might not be super relevant to you. Good luck! Julia Good looking out Christina Zuniga​! ... View more

I'd love to see more on how you employ data normalization campaigns, sounds like something i'd like to implement the right way! ... View more

Thank you for going through your use case through questions 3 and 4 to show us an example of how things quickly scale out of control and how you worked smart, starting with the Largest geo audience and then got more and more specific. It was helpful to see in context (and with images no less)! ... View more

Thank you for your three pieces of advice! I wish someone had told me to stop being afraid of what marketo could do, and just try it! Take an occasional calculated risk! ... View more

I was a little apprehensive about the news when I heard it too. M&A are always scary regardless of how great the acquiring company is. My marketability as an employee is due in large part to Marketo, so I hope they're here to stay for a while! ... View more

Thank you for the insight! We're switching from BrightFunnel to Bizible, so it's nice to hear how you're using it. ... View more

You hit the nail on the head with dupe scrubbing, will they ever end? I heard some companies get sales and marketing together and have dupe scrubbing parties with pizza and beer. And I also appreciate hearing that you have to scrub to ensure that you're not including customer accounts, it's never as black and white as it seems! ... View more