Bienville Capital Management

Bienville Capital sought to enhance customer engagement and streamline its marketing efforts.

The firm approached MOD+Co for expertise in marketing automation, leading to a phased partnership that grew to include data services.

Before automation could work, the data underneath it had to become one thing.

Capabilities

Industry

Asset Management and Investment

Go To Market

Marketing Strategy

Messaging Strategy

Creative

Content & Messaging

Creative Services

Technology

Marketing Automation

MarTech Activation

Data

Audience Segmentation

01

Assessment and Evaluation

MODintelechy conducted a comprehensive evaluation of Bienville’s systems and processes.

They identified key structural issues and determined that integrating disparate customer data sources was crucial for building a solid foundation to support Pardot’s automation needs.

02

CRM Consolidation

MODintelechy’s data team focused on consolidating multiple CRM systems into a single, cohesive instance.

We worked closely with Bienville’s internal teams to validate and tailor the data for specific needs, such as searchable fund members and contributions.

This meticulous process ensured the consolidated data was accurate and functional for engagement tracking.

For me, working with MOD+Co is invaluable. They understand the bigger picture of what we needed as a business and strived to achieve our objectives through analysis and strategy. Thanks to their knowledge of our automation needs, along with their strategic team, we were able to successfully transition platforms and reach a new level of success in our nurture campaigns. I would highly recommend them to anyone who is struggling to fully automate their customer journey and measure success.

— Nicole Ramirez, Director of Performance Marketing, Sedera Health

03

Data Tailored to the Firm

Working closely with Bienville’s internal teams, MOD+Co validated and tailored the data for specific needs, such as searchable fund members and contributions.

This meticulous process ensured the consolidated data was accurate and functional for engagement tracking.

04

Automation and Strategy Development

With a unified customer data platform in place, MOD+Co’s technology team advanced to automation planning.

An audience segmentation strategy and a targeted messaging approach followed, including email templates and journey mapping.

Standardizing the flow of information significantly enhanced engagement and created more meaningful interactions.

The Results

MOD+Co enabled Bienville Capital Management to adopt more efficient sales and marketing processes by better understanding its data.

Greater alignment led to simplified workflows, a standardized internal language around data, and a seamless CRM integration.

Marketing automation runs on a single customer profile.

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