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Date - Monday 22nd July 2019
Location - Salesforce Tower, 110 Bishopsgate

Sales & Marketing Alignment in Financial Services

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Event Overview

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Salesforce & CleverTouch Marketing presents

Sales and Marketing Alignment in Financial Services: Are you reinventing the relationship or bridging the gap? 

When: Monday 22nd July, 2019: 8:45 – 11:30am
Where: Salesforce Tower, 110 Bishopsgate, EC2N 4AY, London

*Please bring photo ID with you to check in on the day.

The focus of the day is around how Marketing Automation facilitates and better aligns Sales and Marketing functions within Financial Services organisations amidst mounting pressures from the business and board. A topic being explored by our key note speaker Phil Ball, MD of CleverTouch Marketing.

With over 400 Pardot deployments and a wealth of experience in the FS sector, CleverTouch Marketing is Europe’s leading and most respected specialist Marketing Automation consultancy and a strategic partner to Salesforce since 2009.

Event Agenda

8:45 am - 9:00 am


9:00 am - 9:05 am

Welcome, introductions and opening address

9:05 am - 9:20 am

Phil Ball: Are you Reinventing the Relationship or Bridging the Gap?

9:20 am - 9:50 am

Salesforce: B2B Marketing on the Salesforce Platform

9:50 am - 10:00 am

Refreshment Break

10:00 am - 10:45 am

Financial Services Success Story

10:45 am - 11:00 am

Closing Statements

11:00 am - 11:30 am


Location & Travel

Salesforce Tower, 110 Bishopsgate, EC2N 4AY, London.

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