Modernizing Email Templates for a Banking and Wealth Management Company

A Banking and Wealth Management company had been using Pardot (now Account Engagement) for many years. However, their existing email templates had become outdated, were not performing effectively, and lacked a clean, modern design. The company sought to upgrade these templates to improve usability and maintain a professional appearance.

• Reviewed the client’s existing Pardot email templates to identify performance and design issues.
• Upgraded their Account Engagement platform to the Lightning version.
• Rebuilt all email templates in a modern format compatible with Account Engagement Lightning.
• Designed templates to ensure ease of editing and customization for future use.

• The client now has a set of modern, professional email templates that align with their brand image.
• The templates are easy to edit, allowing the client to make adjustments without requiring external support.
• Email campaigns look clean, modern, and are optimized for performance.

• The company can independently manage their email campaigns with the upgraded templates.
• Improved efficiency in creating and sending marketing emails.
• Enhanced brand consistency and professionalism in client communications.