Case Study · Banking Firm

Digital Bank Achieves 91% Faster Reporting

From fragmented campaign data to a unified foundation for faster, more reliable marketing decisions.

IndustryDigital-first Financial Services
Scale20M+ marketing records
TechnologiesMCI (Datorama) · SFMC · Data Lake
Digital bank intelligence — unified marketing data, real-time analytics, and a 91% faster reporting outcome

About the Client

Enterprise-scale, performance-driven digital banking

A digital-first financial services organization operating at enterprise scale with high-volume, multi-channel marketing. Runs performance-driven campaigns across email, SMS, and push within Salesforce Marketing Cloud. Required a scalable, unified data foundation to support faster decisioning and continued growth.

The Challenge

Fragmented data. Slow insights. Missed opportunities.

The client’s marketing analytics environment was fragmented and manually intensive — limiting both speed and strategic decision making:

  • No unified view of performance across email, SMS, and push channels
  • High analyst dependency: manual CSV joins introduced delays and errors
  • Incomplete attribution due to inconsistent journey tracking
  • Scalability limits beyond ~2M rows, constraining growth

The result: slow insights, low confidence in data, and missed optimization opportunities.

Marketing Analytics Dashboard — real-time channel analytics across email, SMS, and push

Real-time channel analytics across email, SMS, and push.

Who Needed This Solved

Five stakeholder groups. One unified need.

Every team had a different angle on the same problem — and each one was blocked by it.

CMO / Business Stakeholder

A single source of truth for marketing performance so that strategic decisions and budget allocation are reliable.

Marketing Operations Manager

A unified view across email, SMS, and push channels so that campaign performance can be monitored consistently.

Automation Lead

End-to-end workflow automation (ingestion → transformation → reporting) to eliminate manual intervention.

Data Engineer

A scalable, standardized data architecture so that large volumes of marketing data can be integrated efficiently.

Analytics Team

Elimination of manual data preparation so they can focus on insights and optimization rather than spreadsheets.

Our Approach

A 4-layer unified intelligence architecture

Decision Foundry architected and deployed a scalable, automated intelligence layer using Salesforce Marketing Cloud Intelligence (Datorama) — creating a foundation aligned with Salesforce Data Cloud and AI-driven personalization initiatives.

01 · Ingest

Real-time ingestion from Salesforce Marketing Cloud Data Extensions via native APIs with zero manual intervention.

02 · Harmonize

Fusion Keys, parent-child structures, and harmonized timestamps create a single source of truth across channels.

03 · Integrate

Email, SMS, and push unified into a single messaging model using TotalConnect and LiteConnect frameworks.

04 · Automate

Orchestrated workflows automated ingestion, transformation, and dashboard refresh — eliminating all manual effort.

End-to-end data pipeline — from SFMC sources through MCI harmonization to automated reporting

End-to-end data pipeline — from SFMC sources through MCI harmonization to automated reporting.

What Was Delivered

Five capabilities. One connected intelligence layer.

A modular but unified delivery — each capability built to stand alone, yet designed to compound when assembled.

Unified Data Foundation

Real-time ingestion from SFMC Data Extensions via native APIs — no custom middleware, no batch delays.

Standardized Data Model

Fusion Keys, parent-child structures, and harmonized timestamps — one schema across all channels.

Cross-Channel Intelligence

Email, SMS, and push integrated into a unified messaging model using TotalConnect and LiteConnect.

End-to-End Automation

Orchestrated workflows eliminated manual effort across ingestion, transformation, and dashboard refresh.

Future-Ready Architecture

Salesforce-native design ensures seamless extensibility into Data Cloud and AI-driven personalization.

Multi-touch attribution model — mapping customer journeys from awareness to conversion across every channel

Multi-touch attribution model — mapping customer journeys from awareness to conversion across every channel.

The Impact

From fragmented reporting to near real-time marketing intelligence.

91%

Faster Data Refresh

From 24+ hours to under 2 hours — enabling real-time campaign monitoring.

10×

Data Scalability

From <2M rows to 20M+ processed seamlessly — removing growth constraints.

95%+

Attribution Accuracy

Reliable cross-channel journey insights and improved spend confidence.

100%

Automated Reporting

Zero manual data prep — analysts freed to focus on insights.

Ready to get results like these?

Join the organizations that have transformed their marketing analytics with Decision Foundry. Let’s build your unified intelligence layer — in 30 minutes, we’ll show you exactly how.